DWM
NUO

Dakota Wealth Management’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Dakota Wealth Management’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50,127
Closed -$637K – 686
2023
Q1 		$637K Buy
50,127
+12,300
+33% +$157K 0.04% 313
2022
Q4 		$480K Buy
+37,827
New +$464K 0.03% 359

Other funds holding NUO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dakota Wealth Management's NUO Position: Q2 2023 in Review

Dakota Wealth Management sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q2 2023, closing a stake of 50,127 shares — an estimated $637K sold.

Dakota Wealth Management first reported a position in NUO in Q4 2022 and held it in 2 quarters. The position peaked at $637K in Q1 2023. 1 fund tracked by Wall St. Rank holds NUO as of Q2 2023.

  • Dakota Wealth Management reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 50,127 Nuveen Ohio Quality Municipal Income Fund shares in Q2 2023, an estimated $637K.
  • Dakota Wealth Management first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2022 and held it in 2 quarters.
  • Dakota Wealth Management's Nuveen Ohio Quality Municipal Income Fund position peaked at $637K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q2 2023.

Based on Dakota Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.