Crown Wealth Group’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Crown Wealth Group’s Portfolio NXJ Stock Details NXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,000	Closed	-$110K	–	73
2022 Q3	$110K	Sell	10,000 -6,000	-38%	-$74.6K	0.11%	56
2022 Q2	$201K	Sell	16,000 -19,600	-55%	-$246K	0.18%	68
2022 Q1	$476K	Sell	35,600 -4,165	-10%	-$57.9K	0.33%	49
2021 Q4	$612K	Buy	+39,765	New	+$612K	0.57%	37

Other funds holding NXJ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HWAM

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Crown Wealth Group's NXJ Position: Q4 2022 in Review

Crown Wealth Group sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q4 2022, closing a stake of 10,000 shares — an estimated $110K sold.

Crown Wealth Group first reported a position in NXJ in Q4 2021 and held it in 4 quarters. The position peaked at $612K in Q4 2021. 66 funds tracked by Wall St. Rank hold NXJ as of Q4 2022.

Crown Wealth Group reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Crown Wealth Group sold 10,000 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2022, an estimated $110K.
Crown Wealth Group first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2021 and held it in 4 quarters.
Crown Wealth Group's Nuveen New Jersey Quality Municipal Income Fund position peaked at $612K in Q4 2021.
66 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2022.

Based on Crown Wealth Group's 13F filing for Q4 2022, filed 9 Feb 2023.