Carson Wealth (CWM LLC)
NKG

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

Carson Wealth (CWM LLC)’s Portfolio NKG Stock Details NKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-90
Closed -$1K – 4365
2022
Q3 		$1K Buy
+90
New +$970 ﹤0.01% 3853
2017
Q1 		– Sell
-11,132
Closed -$142K – 1351
2016
Q4 		$142K Buy
+11,132
New +$148K 0.01% 312

Other funds holding NKG

CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Nuveen Georgia Quality Municipal Income Fund (NKG) in Q4 2022, closing a stake of 90 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in NKG in Q4 2016 and held it in 2 quarters. The position peaked at $142K in Q4 2016. 32 funds tracked by Wall St. Rank hold NKG as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Georgia Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 90 Nuveen Georgia Quality Municipal Income Fund shares in Q4 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Georgia Quality Municipal Income Fund in Q4 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Georgia Quality Municipal Income Fund position peaked at $142K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held Nuveen Georgia Quality Municipal Income Fund as of Q4 2022.

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