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Cedar Mountain Advisors’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

Cedar Mountain Advisors’s Portfolio NPFD Stock Details NPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$9.47K – 381
2024
Q3 		$9.47K Buy
+500
New +$9.34K ﹤0.01% 204

Other funds holding NPFD

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cedar Mountain Advisors's NPFD Position: Q4 2024 in Review

Cedar Mountain Advisors sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q4 2024, closing a stake of 500 shares — an estimated $9.47K sold.

Cedar Mountain Advisors first reported a position in NPFD in Q3 2024 and held it in 1 quarter. The position peaked at $9.47K in Q3 2024. 42 funds tracked by Wall St. Rank hold NPFD as of Q4 2024.

  • Cedar Mountain Advisors reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 500 Nuveen Variable Rate Preferred & Income Fund shares in Q4 2024, an estimated $9.47K.
  • Cedar Mountain Advisors first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q3 2024 and held it in 1 quarter.
  • Cedar Mountain Advisors's Nuveen Variable Rate Preferred & Income Fund position peaked at $9.47K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q4 2024.

Based on Cedar Mountain Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.