CAPTRUST Financial Advisors
NKX icon

CAPTRUST Financial Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q4 		– Sell
-13,069
Closed -$154K – 2143
2022
Q3 		$154K Buy
+13,069
New +$174K ﹤0.01% 1870
2020
Q1 		– Sell
-11,272
Closed -$171K – 1411
2019
Q4 		$171K Buy
+11,272
New +$171K ﹤0.01% 990

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CAPTRUST Financial Advisors's NKX Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2022, closing a stake of 13,069 shares — an estimated $154K sold.

CAPTRUST Financial Advisors first reported a position in NKX in Q4 2019 and held it in 2 quarters. The position peaked at $171K in Q4 2019. 63 funds tracked by Wall St. Rank hold NKX as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 13,069 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $154K.
  • CAPTRUST Financial Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $171K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.