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Buckingham Strategic Wealth’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Buckingham Strategic Wealth’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,067
Closed -$171K – 597
2021
Q1 		$171K Buy
+11,067
New +$170K 0.01% 526

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PWSG
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LCM
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DADC
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
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Buckingham Strategic Wealth's NKX Position: Q2 2021 in Review

Buckingham Strategic Wealth sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2021, closing a stake of 11,067 shares — an estimated $171K sold.

Buckingham Strategic Wealth first reported a position in NKX in Q1 2021 and held it in 1 quarter. The position peaked at $171K in Q1 2021. 66 funds tracked by Wall St. Rank hold NKX as of Q2 2021.

  • Buckingham Strategic Wealth reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,067 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2021, an estimated $171K.
  • Buckingham Strategic Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $171K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2021, filed 6 Aug 2021.