Corient Private Wealth
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Corient Private Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Corient Private Wealth’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45M Sell
131,883
-173,766
-57% -$2.02M ﹤0.01% 1437
2025
Q4 		$3.1M Buy
305,649
+169,516
+125% +$1.95M ﹤0.01% 1286
2025
Q3 		$1.55M Sell
136,133
-35,101
-20% -$386K ﹤0.01% 1192
2025
Q2 		$1.87M Buy
171,234
+40,761
+31% +$442K ﹤0.01% 1068
2025
Q1 		$1.46M Sell
130,473
-3,559
-3% -$40.5K ﹤0.01% 1105
2024
Q4 		$1.51M Buy
134,032
+11,119
+9% +$129K ﹤0.01% 1120
2024
Q3 		$1.47M Buy
122,913
+34,643
+39% +$403K ﹤0.01% 1238
2024
Q2 		$1.01M Buy
88,270
+12,077
+16% +$132K ﹤0.01% 1317
2024
Q1 		$843K Buy
76,193
+165
+0.2% +$1.81K ﹤0.01% 1370
2023
Q4 		$836K Buy
76,028
+20,860
+38% +$213K ﹤0.01% 1354
2023
Q3 		$534K Sell
55,168
-11,195
-17% -$118K ﹤0.01% 1464
2023
Q2 		$725K Buy
66,363
+2,081
+3% +$22.8K ﹤0.01% 1274
2023
Q1 		$715K Buy
64,282
+48,354
+304% +$540K ﹤0.01% 1222
2022
Q4 		$181K Buy
+15,928
New +$174K ﹤0.01% 1506

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return