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Clearstead Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Clearstead Advisors’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,857
Closed -$177K – 2159
2024
Q3 		$177K Buy
+14,857
New +$174K ﹤0.01% 893

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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
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Clearstead Advisors's NAC Position: Q4 2024 in Review

Clearstead Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2024, closing a stake of 14,857 shares — an estimated $177K sold.

Clearstead Advisors first reported a position in NAC in Q3 2024 and held it in 1 quarter. The position peaked at $177K in Q3 2024. 124 funds tracked by Wall St. Rank hold NAC as of Q4 2024.

  • Clearstead Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 14,857 Nuveen California Quality Municipal Income Fund shares in Q4 2024, an estimated $177K.
  • Clearstead Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2024 and held it in 1 quarter.
  • Clearstead Advisors's Nuveen California Quality Municipal Income Fund position peaked at $177K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.