Corient Private Wealth
JFR icon

Corient Private Wealth’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Corient Private Wealth’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,687
Closed -$112K – 2441
2024
Q3 		$112K Buy
+12,687
New +$112K ﹤0.01% 2316

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Corient Private Wealth's JFR Position: Q4 2024 in Review

Corient Private Wealth sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2024, closing a stake of 12,687 shares — an estimated $112K sold.

Corient Private Wealth first reported a position in JFR in Q3 2024 and held it in 1 quarter. The position peaked at $112K in Q3 2024. 161 funds tracked by Wall St. Rank hold JFR as of Q4 2024.

  • Corient Private Wealth reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 12,687 Nuveen Floating Rate Income Fund shares in Q4 2024, an estimated $112K.
  • Corient Private Wealth first reported a position in Nuveen Floating Rate Income Fund in Q3 2024 and held it in 1 quarter.
  • Corient Private Wealth's Nuveen Floating Rate Income Fund position peaked at $112K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.