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Collaborative Wealth Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Collaborative Wealth Management’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
2024
Q1 		– Sell
-11,561
Closed -$171K – 177
2023
Q4 		$171K Hold
11,561
– – 0.09% 163
2023
Q3 		$154K Hold
11,561
– – 0.09% 158
2023
Q2 		$167K Buy
+11,561
New +$167K 0.1% 164

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Collaborative Wealth Management's NXP Position: Q1 2024 in Review

Collaborative Wealth Management sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q1 2024, closing a stake of 11,561 shares — an estimated $171K sold.

Collaborative Wealth Management first reported a position in NXP in Q2 2023 and held it in 3 quarters. The position peaked at $171K in Q4 2023. 92 funds tracked by Wall St. Rank hold NXP as of Q1 2024.

  • Collaborative Wealth Management reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q1 2024 after selling out during the quarter.
  • Collaborative Wealth Management sold 11,561 Nuveen Select Tax-Free Income Portfolio shares in Q1 2024, an estimated $171K.
  • Collaborative Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2023 and held it in 3 quarters.
  • Collaborative Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $171K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q1 2024.

Based on Collaborative Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.