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Concourse Financial Group Securities’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Concourse Financial Group Securities’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,140
Closed -$27.7K – 2273
2022
Q1 		$29K Hold
2,140
– – ﹤0.01% 1360
2021
Q4 		$34K Buy
+2,140
New +$33.9K ﹤0.01% 1446

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ACI
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MIM
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Wells Fargo
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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Concourse Financial Group Securities's NAZ Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q2 2022, closing a stake of 2,140 shares — an estimated $27.7K sold.

Concourse Financial Group Securities first reported a position in NAZ in Q4 2021 and held it in 2 quarters. The position peaked at $34K in Q4 2021. 38 funds tracked by Wall St. Rank hold NAZ as of Q2 2022.

  • Concourse Financial Group Securities reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,140 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2022, an estimated $27.7K.
  • Concourse Financial Group Securities first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2021 and held it in 2 quarters.
  • Concourse Financial Group Securities's Nuveen Arizona Quality Municipal Income Fund position peaked at $34K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.