Carson Wealth (CWM LLC)
NBH

Carson Wealth (CWM LLC)’s Neuberger Municipal Fund Inc NBH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed – – 4590
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4389
2023
Q3 		$0 Sell
1
-1,323
-100% -$13.2K ﹤0.01% 4408
2023
Q2 		$14K Buy
1,324
+5
+0.4% +$52 ﹤0.01% 2876
2023
Q1 		$14K Buy
1,319
+829
+169% +$9K ﹤0.01% 2750
2022
Q4 		$5K Buy
490
+331
+208% +$3.46K ﹤0.01% 3197
2022
Q3 		$2K Buy
+159
New +$1.8K ﹤0.01% 3500
2022
Q1 		– Sell
-3,201
Closed -$49K – 3748
2021
Q4 		$49K Buy
+3,201
New +$50.2K ﹤0.01% 1573

Other funds holding NBH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NBH Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Neuberger Municipal Fund Inc (NBH) in Q1 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in NBH in Q4 2021 and held it in 7 quarters. The position peaked at $49K in Q4 2021. 86 funds tracked by Wall St. Rank hold NBH as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Neuberger Municipal Fund Inc position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Neuberger Municipal Fund Inc share in Q1 2024.
  • Carson Wealth (CWM LLC) first reported a position in Neuberger Municipal Fund Inc in Q4 2021 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Neuberger Municipal Fund Inc position peaked at $49K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.