Concord Wealth Partners’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Concord Wealth Partners’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-625	Closed	-$7.09K	–	921
2024 Q4	$7.09K	Hold	625	–	–	﹤0.01%	561
2024 Q3	$7.61K	Hold	625	–	–	﹤0.01%	585
2024 Q2	$7.31K	Hold	625	–	–	﹤0.01%	542
2024 Q1	$7.28K	Hold	625	–	–	﹤0.01%	609
2023 Q4	$7.34K	Sell	625 -675	-52%	-$7.64K	﹤0.01%	600
2023 Q3	$15K	Hold	1,300	–	–	﹤0.01%	558
2023 Q2	$15.4K	Hold	1,300	–	–	﹤0.01%	545
2023 Q1	$15.7K	Hold	1,300	–	–	﹤0.01%	527
2022 Q4	$15.1K	Buy	+1,300	New	+$14.9K	﹤0.01%	575
2022 Q3	–	Sell	-1,250	Closed	-$15K	–	802
2022 Q2	$15K	Hold	1,250	–	–	﹤0.01%	608
2022 Q1	$15K	Hold	1,250	–	–	﹤0.01%	689
2021 Q4	$17K	Hold	1,250	–	–	﹤0.01%	681
2021 Q3	$17K	Hold	1,250	–	–	0.01%	403
2021 Q2	$18K	Hold	1,250	–	–	0.01%	525
2021 Q1	$18K	Hold	1,250	–	–	0.01%	489
2020 Q4	$18K	Buy	+1,250	New	+$16.6K	0.01%	320

Other funds holding NXN

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Concord Wealth Partners's NXN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2025, closing a stake of 625 shares — an estimated $7.09K sold.

Concord Wealth Partners first reported a position in NXN in Q4 2020 and held it in 16 quarters. The position peaked at $18K in Q2 2021. 17 funds tracked by Wall St. Rank hold NXN as of Q1 2025.

Concord Wealth Partners reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 625 Nuveen New York Tax-Free Income Portfolio shares in Q1 2025, an estimated $7.09K.
Concord Wealth Partners first reported a position in Nuveen New York Tax-Free Income Portfolio in Q4 2020 and held it in 16 quarters.
Concord Wealth Partners's Nuveen New York Tax-Free Income Portfolio position peaked at $18K in Q2 2021.
17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.