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Crewe Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Crewe Advisors’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,400
Closed -$35.9K – 1008
2024
Q1 		$35.9K Buy
+3,400
New +$34.6K ﹤0.01% 411

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VanEck Associates
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MPW
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Crewe Advisors's NMZ Position: Q2 2024 in Review

Crewe Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2024, closing a stake of 3,400 shares — an estimated $35.9K sold.

Crewe Advisors first reported a position in NMZ in Q1 2024 and held it in 1 quarter. The position peaked at $35.9K in Q1 2024. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2024.

  • Crewe Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Crewe Advisors sold 3,400 Nuveen Municipal High Income Opportunity Fund shares in Q2 2024, an estimated $35.9K.
  • Crewe Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2024 and held it in 1 quarter.
  • Crewe Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $35.9K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.