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%	950
2020 Q3	$175K	Hold	10,786	–	–	﹤0.01%	948
2020 Q2	$175K	Hold	10,786	–	–	﹤0.01%	946
2020 Q1	$175K	Hold	10,786	–	–	﹤0.01%	945
2019 Q4	$175K	Hold	10,786	–	–	﹤0.01%	948
2019 Q3	$175K	Hold	10,786	–	–	﹤0.01%	946
2019 Q2	$175K	Hold	10,786	–	–	﹤0.01%	946
2019 Q1	$175K	Buy	+10,786	New	+$134K	﹤0.01%	946

Other funds holding NAZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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.