Corient Private Wealth’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-52,800
Closed -$52.8K 2978
2025
Q4
$52.8K Buy
+52,800
New +$695K ﹤0.01% 2670

Other funds holding NXC

Corient Private Wealth's NXC Position: Q1 2026 in Review

Corient Private Wealth sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2026, closing a stake of 52,800 shares — an estimated $52.8K sold.

Corient Private Wealth first reported a position in NXC in Q4 2025 and held it in 1 quarter. The position peaked at $52.8K in Q4 2025. 1 fund tracked by Wall St. Rank holds NXC as of Q1 2026.

  • Corient Private Wealth reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 52,800 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2026, an estimated $52.8K.
  • Corient Private Wealth first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's Nuveen CA Select Tax-Free Income Portfolio position peaked at $52.8K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.