Dakota Wealth Management’s Neuberger Berman New York Municipal Fund Inc. NBO Stock Holding History

Dakota Wealth Management’s Portfolio NBO Stock Details NBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,800	Closed	-$103K	–	722
2023 Q3	$103K	Hold	11,800	–	–	﹤0.01%	635
2023 Q2	$112K	Hold	11,800	–	–	0.01%	619
2023 Q1	$114K	Buy	+11,800	New	+$114K	0.01%	598
2022 Q4	–	Sell	-26,452	Closed	-$245K	–	675
2022 Q3	$245K	Sell	26,452 -9,300	-26%	-$94.3K	0.02%	460
2022 Q2	$353K	Sell	35,752 -1,618	-4%	-$16.6K	0.03%	344
2022 Q1	$434K	Hold	37,370	–	–	0.04%	310
2021 Q4	$486K	Hold	37,370	–	–	0.05%	239
2021 Q3	$491K	Hold	37,370	–	–	0.06%	230
2021 Q2	$498K	Hold	37,370	–	–	0.06%	222
2021 Q1	$460K	Buy	+37,370	New	+$461K	0.06%	216

Dakota Wealth Management's NBO Position: Q4 2023 in Review

Dakota Wealth Management sold out of Neuberger Berman New York Municipal Fund Inc. (NBO) in Q4 2023, closing a stake of 11,800 shares — an estimated $103K sold.

Dakota Wealth Management first reported a position in NBO in Q1 2021 and held it in 10 quarters. The position peaked at $498K in Q2 2021. 0 funds tracked by Wall St. Rank hold NBO as of Q4 2023.

Dakota Wealth Management reported no remaining Neuberger Berman New York Municipal Fund Inc. position as of Q4 2023 after selling out during the quarter.
Dakota Wealth Management sold 11,800 Neuberger Berman New York Municipal Fund Inc. shares in Q4 2023, an estimated $103K.
Dakota Wealth Management first reported a position in Neuberger Berman New York Municipal Fund Inc. in Q1 2021 and held it in 10 quarters.
Dakota Wealth Management's Neuberger Berman New York Municipal Fund Inc. position peaked at $498K in Q2 2021.
0 funds tracked by Wall St. Rank held Neuberger Berman New York Municipal Fund Inc. as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.