Cary Street Partners Investment Advisory’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio JHAA Stock Details JHAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-200	Closed	-$1.84K	–	1806
2023 Q1	$1.84K	Hold	200	–	–	﹤0.01%	1509
2022 Q4	$1.81K	Buy	+200	New	+$1.81K	﹤0.01%	1522

Other funds holding JHAA

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's JHAA Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q2 2023, closing a stake of 200 shares — an estimated $1.84K sold.

Cary Street Partners Investment Advisory first reported a position in JHAA in Q4 2022 and held it in 2 quarters. The position peaked at $1.84K in Q1 2023. 29 funds tracked by Wall St. Rank hold JHAA as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 200 Nuveen Corporate Income 2023 Target Term Fund shares in Q2 2023, an estimated $1.84K.
Cary Street Partners Investment Advisory first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q4 2022 and held it in 2 quarters.
Cary Street Partners Investment Advisory's Nuveen Corporate Income 2023 Target Term Fund position peaked at $1.84K in Q1 2023.
29 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.