Cyndeo Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Cyndeo Wealth Partners’s Portfolio NAD Stock Details NAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,000	Closed	-$149K	–	458
2024 Q3	$149K	Hold	12,000	–	–	0.01%	436
2024 Q2	$141K	Hold	12,000	–	–	0.01%	386
2024 Q1	$138K	Hold	12,000	–	–	0.01%	377
2023 Q4	$137K	Sell	12,000 -25,000	-68%	-$264K	0.01%	361
2023 Q3	$375K	Sell	37,000 -10,743	-23%	-$117K	0.04%	247
2023 Q2	$538K	Hold	47,743	–	–	0.06%	213
2023 Q1	$550K	Hold	47,743	–	–	0.06%	212
2022 Q4	$563K	Buy	+47,743	New	+$537K	0.07%	206

Other funds holding NAD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

SIA

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

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

Cyndeo Wealth Partners's NAD Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 12,000 shares — an estimated $149K sold.

Cyndeo Wealth Partners first reported a position in NAD in Q4 2022 and held it in 8 quarters. The position peaked at $563K in Q4 2022. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

Cyndeo Wealth Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 12,000 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $149K.
Cyndeo Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and held it in 8 quarters.
Cyndeo Wealth Partners's Nuveen Quality Municipal Income Fund position peaked at $563K in Q4 2022.
295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.