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Brandywine Oak Private Wealth’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Brandywine Oak Private Wealth’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,632
Closed -$163K – 280
2022
Q3 		$163K Hold
16,632
– – 0.02% 292
2022
Q2 		$183K Buy
+16,632
New +$187K 0.02% 312

Other funds holding NRK

KIM
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CC
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MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Brandywine Oak Private Wealth's NRK Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q4 2022, closing a stake of 16,632 shares — an estimated $163K sold.

Brandywine Oak Private Wealth first reported a position in NRK in Q2 2022 and held it in 2 quarters. The position peaked at $183K in Q2 2022. 101 funds tracked by Wall St. Rank hold NRK as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 16,632 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $163K.
  • Brandywine Oak Private Wealth first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $183K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.