Carson Wealth (CWM LLC)
NAZ icon

Carson Wealth (CWM LLC)’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,147
Closed -$14K – 4148
2022
Q3 		$14K Sell
1,147
-5,826
-84% -$78K ﹤0.01% 2476
2022
Q2 		$90K Hold
6,973
– – ﹤0.01% 1360
2022
Q1 		$95K Hold
6,973
– – ﹤0.01% 1345
2021
Q4 		$112K Buy
+6,973
New +$111K ﹤0.01% 1253
2021
Q2 		$175K Hold
10,786
– – ﹤0.01% 945
2021
Q1 		$175K Hold
10,786
– – ﹤0.01% 945
2020
Q4 		$175K Hold
10,786
– – ﹤0.01% 945
2020
Q3 		$175K Hold
10,786
– – ﹤0.01% 945
2020
Q2 		$175K Hold
10,786
– – ﹤0.01% 945
2020
Q1 		$175K Hold
10,786
– – ﹤0.01% 945
2019
Q4 		$175K Hold
10,786
– – ﹤0.01% 945
2019
Q3 		$175K Hold
10,786
– – ﹤0.01% 945
2019
Q2 		$175K Hold
10,786
– – ﹤0.01% 945
2019
Q1 		$175K Buy
+10,786
New +$134K ﹤0.01% 945

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NAZ Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2022, closing a stake of 1,147 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in NAZ in Q1 2019 and held it in 14 quarters. The position peaked at $175K in Q2 2021. 36 funds tracked by Wall St. Rank hold NAZ as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,147 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2022, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Arizona Quality Municipal Income Fund position peaked at $175K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.