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CarsonAllaria Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

CarsonAllaria Wealth Management’s Portfolio JQC Stock Details JQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,566
Closed -$18K – 386
2023
Q2 		$18K Buy
+3,566
New +$17.8K 0.01% 176

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GC
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AAM
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
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Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

CarsonAllaria Wealth Management's JQC Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2023, closing a stake of 3,566 shares — an estimated $18K sold.

CarsonAllaria Wealth Management first reported a position in JQC in Q2 2023 and held it in 1 quarter. The position peaked at $18K in Q2 2023. 154 funds tracked by Wall St. Rank hold JQC as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3,566 Nuveen Credit Strategies Income Fund shares in Q3 2023, an estimated $18K.
  • CarsonAllaria Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $18K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.