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Curi Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Curi Wealth Management’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-91
Closed -$1K – 524
2022
Q2 		$1K Hold
91
– – ﹤0.01% 583
2022
Q1 		$1K Hold
91
– – ﹤0.01% 493
2021
Q4 		$1K Buy
+91
New +$1.66K ﹤0.01% 455

Other funds holding NMAI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Curi Wealth Management's NMAI Position: Q3 2022 in Review

Curi Wealth Management sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q3 2022, closing a stake of 91 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in NMAI in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 72 funds tracked by Wall St. Rank hold NMAI as of Q3 2022.

  • Curi Wealth Management reported no remaining Nuveen Multi-Asset Income Fund position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 91 Nuveen Multi-Asset Income Fund shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Nuveen Multi-Asset Income Fund position peaked at $1K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.