CWC
NUO

Carolinas Wealth Consulting’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Carolinas Wealth Consulting’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,450
Closed -$18.4K – 1132
2022
Q4 		$18.4K Hold
1,450
– – ﹤0.01% 513
2022
Q3 		$17K Hold
1,450
– – ﹤0.01% 475
2022
Q2 		$18K Hold
1,450
– – ﹤0.01% 479
2022
Q1 		$20K Hold
1,450
– – ﹤0.01% 486
2021
Q4 		$23K Hold
1,450
– – 0.01% 468
2021
Q3 		$23K Hold
1,450
– – 0.01% 455
2021
Q2 		$24K Hold
1,450
– – 0.01% 476
2021
Q1 		$23K Hold
1,450
– – 0.01% 489
2020
Q4 		$23K Hold
1,450
– – 0.01% 463
2020
Q3 		$22K Buy
+1,450
New +$22.1K 0.01% 382

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Carolinas Wealth Consulting's NUO Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q1 2023, closing a stake of 1,450 shares — an estimated $18.4K sold.

Carolinas Wealth Consulting first reported a position in NUO in Q3 2020 and held it in 10 quarters. The position peaked at $24K in Q2 2021. 52 funds tracked by Wall St. Rank hold NUO as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,450 Nuveen Ohio Quality Municipal Income Fund shares in Q1 2023, an estimated $18.4K.
  • Carolinas Wealth Consulting first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q3 2020 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Nuveen Ohio Quality Municipal Income Fund position peaked at $24K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.