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

Corient Private Wealth’s Portfolio NXP Stock Details NXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,938	Closed	-$271K	–	2473
2024 Q3	$271K	Hold	17,938	–	–	﹤0.01%	2058
2024 Q2	$261K	Hold	17,938	–	–	﹤0.01%	1989
2024 Q1	$259K	Sell	17,938 -137	-0.8%	-$2K	﹤0.01%	1972
2023 Q4	$267K	Buy	+18,075	New	+$252K	﹤0.01%	1923

Other funds holding NXP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 NXP Position: Q4 2024 in Review

Corient Private Wealth sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q4 2024, closing a stake of 17,938 shares — an estimated $271K sold.

Corient Private Wealth first reported a position in NXP in Q4 2023 and held it in 4 quarters. The position peaked at $271K in Q3 2024. 86 funds tracked by Wall St. Rank hold NXP as of Q4 2024.

Corient Private Wealth reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q4 2024 after selling out during the quarter.
Corient Private Wealth sold 17,938 Nuveen Select Tax-Free Income Portfolio shares in Q4 2024, an estimated $271K.
Corient Private Wealth first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2023 and held it in 4 quarters.
Corient Private Wealth's Nuveen Select Tax-Free Income Portfolio position peaked at $271K in Q3 2024.
86 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q4 2024.

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