CWP
NBH

Concord Wealth Partners’s Neuberger Municipal Fund Inc NBH Stock Holding History

Concord Wealth Partners’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,700
Closed -$38.7K – 897
2024
Q1 		$38.7K Hold
3,700
– – 0.01% 393
2023
Q4 		$38.3K Hold
3,700
– – 0.01% 392
2023
Q3 		$34.1K Hold
3,700
– – 0.01% 429
2023
Q2 		$38K Hold
3,700
– – 0.01% 402
2023
Q1 		$40.5K Hold
3,700
– – 0.01% 376
2022
Q4 		$38.6K Buy
+3,700
New +$38.6K 0.01% 414
2022
Q3 		– Sell
-3,700
Closed -$41K – 762
2022
Q2 		$41K Hold
3,700
– – 0.01% 405
2022
Q1 		$49K Hold
3,700
– – 0.01% 446
2021
Q4 		$57K Hold
3,700
– – 0.01% 433
2021
Q3 		$59K Sell
3,700
-1,212
-25% -$19.7K 0.02% 189
2021
Q2 		$79K Hold
4,912
– – 0.02% 273
2021
Q1 		$78K Hold
4,912
– – 0.03% 256
2020
Q4 		$75K Buy
+4,912
New +$73.4K 0.06% 162

Other funds holding NBH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Concord Wealth Partners's NBH Position: Q2 2024 in Review

Concord Wealth Partners sold out of Neuberger Municipal Fund Inc (NBH) in Q2 2024, closing a stake of 3,700 shares — an estimated $38.7K sold.

Concord Wealth Partners first reported a position in NBH in Q4 2020 and held it in 13 quarters. The position peaked at $79K in Q2 2021. 80 funds tracked by Wall St. Rank hold NBH as of Q2 2024.

  • Concord Wealth Partners reported no remaining Neuberger Municipal Fund Inc position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 3,700 Neuberger Municipal Fund Inc shares in Q2 2024, an estimated $38.7K.
  • Concord Wealth Partners first reported a position in Neuberger Municipal Fund Inc in Q4 2020 and held it in 13 quarters.
  • Concord Wealth Partners's Neuberger Municipal Fund Inc position peaked at $79K in Q2 2021.
  • 80 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.