Carson Wealth (CWM LLC)
NBO

Carson Wealth (CWM LLC)’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NBO Stock Details NBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$7K – 4051
2021
Q4 		$7K Buy
+500
New +$6.4K ﹤0.01% 2596
2021
Q2 		$7K Hold
500
– – ﹤0.01% 2275
2021
Q1 		$7K Hold
500
– – ﹤0.01% 2275
2020
Q4 		$7K Hold
500
– – ﹤0.01% 2274
2020
Q3 		$7K Hold
500
– – ﹤0.01% 2272
2020
Q2 		$7K Hold
500
– – ﹤0.01% 2271
2020
Q1 		$7K Hold
500
– – ﹤0.01% 2271
2019
Q4 		$7K Hold
500
– – ﹤0.01% 2271
2019
Q3 		$7K Hold
500
– – ﹤0.01% 2270
2019
Q2 		$7K Hold
500
– – ﹤0.01% 2270
2019
Q1 		$7K Buy
+500
New +$5.87K ﹤0.01% 2268

Other funds holding NBO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NBO Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q1 2022, closing a stake of 500 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in NBO in Q1 2019 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 24 funds tracked by Wall St. Rank hold NBO as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Neuberger Berman New York Municipal Fund Inc. shares in Q1 2022, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2019 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Neuberger Berman New York Municipal Fund Inc. position peaked at $7K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.