CWS
NOM

Confluence Wealth Services’s Nuveen Missouri Quality Municipal Income Fund NOM Stock Holding History

Confluence Wealth Services’s Portfolio NOM Stock Details NOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,605
Closed -$38K – 839
2021
Q4 		$38K Buy
+2,605
New +$38.7K 0.01% 543

Other funds holding NOM

WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Confluence Wealth Services's NOM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen Missouri Quality Municipal Income Fund (NOM) in Q1 2022, closing a stake of 2,605 shares — an estimated $38K sold.

Confluence Wealth Services first reported a position in NOM in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 10 funds tracked by Wall St. Rank hold NOM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Nuveen Missouri Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2,605 Nuveen Missouri Quality Municipal Income Fund shares in Q1 2022, an estimated $38K.
  • Confluence Wealth Services first reported a position in Nuveen Missouri Quality Municipal Income Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Nuveen Missouri Quality Municipal Income Fund position peaked at $38K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Nuveen Missouri Quality Municipal Income Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.