Cary Street Partners Investment Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-92,904	Closed	-$750K	–	646
2024 Q3	$750K	Sell	92,904 -2,300	-2%	-$17.8K	0.03%	409
2024 Q2	$711K	Sell	95,204 -4,538	-5%	-$32.6K	0.03%	390
2024 Q1	$717K	Buy	99,742 +3,637	+4%	+$25.8K	0.03%	386
2023 Q4	$650K	Sell	96,105 -4,897	-5%	-$31.1K	0.03%	379
2023 Q3	$639K	Hold	101,002	–	–	0.03%	361
2023 Q2	$654K	Sell	101,002 -2,500	-2%	-$15.8K	0.04%	320
2023 Q1	$681K	Sell	103,502 -300	-0.3%	-$2.19K	0.05%	294
2022 Q4	$756K	Sell	103,802 -19,650	-16%	-$143K	0.06%	276
2022 Q3	$858K	Buy	123,452 +10,300	+9%	+$80.5K	0.07%	242
2022 Q2	$866K	Buy	+113,152	New	+$903K	0.07%	225

Other funds holding JPC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cary Street Partners Investment Advisory's JPC Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 92,904 shares — an estimated $750K sold.

Cary Street Partners Investment Advisory first reported a position in JPC in Q2 2022 and held it in 10 quarters. The position peaked at $866K in Q2 2022. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 92,904 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $750K.
Cary Street Partners Investment Advisory first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2022 and held it in 10 quarters.
Cary Street Partners Investment Advisory's Nuveen Preferred & Income Opportunities Fund position peaked at $866K in Q2 2022.
297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.