Concord Wealth Partners’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,000	Closed	-$36.7K	–	899
2024 Q1	$36.7K	Hold	3,000	–	–	0.01%	400
2023 Q4	$35.5K	Hold	3,000	–	–	0.01%	405
2023 Q3	$31.3K	Hold	3,000	–	–	0.01%	440
2023 Q2	$35K	Hold	3,000	–	–	0.01%	412
2023 Q1	$35.9K	Hold	3,000	–	–	0.01%	394
2022 Q4	$36.2K	Buy	+3,000	New	+$34.7K	0.01%	424
2022 Q3	–	Sell	-3,000	Closed	-$38K	–	804
2022 Q2	$38K	Hold	3,000	–	–	0.01%	418
2022 Q1	$44K	Hold	3,000	–	–	0.01%	463
2021 Q4	$51K	Hold	3,000	–	–	0.01%	449
2021 Q3	$50K	Hold	3,000	–	–	0.02%	220
2021 Q2	$52K	Hold	3,000	–	–	0.01%	349
2021 Q1	$48K	Hold	3,000	–	–	0.02%	345
2020 Q4	$48K	Buy	+3,000	New	+$45.9K	0.04%	216

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RCM

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SCM

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VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Concord Wealth Partners sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2024, closing a stake of 3,000 shares — an estimated $36.7K sold.

Concord Wealth Partners first reported a position in NZF in Q4 2020 and held it in 13 quarters. The position peaked at $52K in Q2 2021. 254 funds tracked by Wall St. Rank hold NZF as of Q2 2024.

Concord Wealth Partners reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 3,000 Nuveen Municipal Credit Income Fund shares in Q2 2024, an estimated $36.7K.
Concord Wealth Partners first reported a position in Nuveen Municipal Credit Income Fund in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's Nuveen Municipal Credit Income Fund position peaked at $52K in Q2 2021.
254 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2024.

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