Carson Wealth (CWM LLC)
NMT icon

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

Carson Wealth (CWM LLC)’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-813
Closed -$9K – 5036
2024
Q2 		$9K Buy
+813
New +$8.72K ﹤0.01% 3615

Other funds holding NMT

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NMT Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q3 2024, closing a stake of 813 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in NMT in Q2 2024 and held it in 1 quarter. The position peaked at $9K in Q2 2024. 29 funds tracked by Wall St. Rank hold NMT as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 813 Nuveen Massachusetts Quality Municipal Income Fund shares in Q3 2024, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Nuveen Massachusetts Quality Municipal Income Fund position peaked at $9K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.