Cary Street Partners Investment Advisory’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,855	Closed	-$91.2K	–	1418
2023 Q3	$91.2K	Hold	6,855	–	–	﹤0.01%	727
2023 Q2	$98.8K	Sell	6,855 -263	-4%	-$3.8K	0.01%	663
2023 Q1	$102K	Hold	7,118	–	–	0.01%	589
2022 Q4	$99K	Buy	+7,118	New	+$95.3K	0.01%	588
2022 Q3	–	Sell	-7,118	Closed	-$97K	–	546
2022 Q2	$97K	Buy	+7,118	New	+$98.4K	0.01%	510

Other funds holding NXP

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cary Street Partners Investment Advisory's NXP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q4 2023, closing a stake of 6,855 shares — an estimated $91.2K sold.

Cary Street Partners Investment Advisory first reported a position in NXP in Q2 2022 and held it in 5 quarters. The position peaked at $102K in Q1 2023. 89 funds tracked by Wall St. Rank hold NXP as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 6,855 Nuveen Select Tax-Free Income Portfolio shares in Q4 2023, an estimated $91.2K.
Cary Street Partners Investment Advisory first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Nuveen Select Tax-Free Income Portfolio position peaked at $102K in Q1 2023.
89 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.