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DWM
Darwin Wealth Management’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
Darwin Wealth Management’s Portfolio
NEA Stock Details
NEA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-250
Closed
-$2.99K
–
681
2024
Q3
$2.99K
Buy
+250
New
+$2.91K
﹤0.01%
496
2021
Q4
–
Sell
-11,650
Closed
-$177K
–
177
2021
Q3
$177K
Sell
11,650
-2,500
-18%
-$39.5K
0.03%
167
2021
Q2
$222K
Hold
14,150
–
–
0.04%
164
2021
Q1
$209K
Sell
14,150
-150
-1%
-$2.22K
0.04%
159
2020
Q4
$215K
Sell
14,300
-1,750
-11%
-$25.5K
0.04%
155
2020
Q3
$230K
Sell
16,050
-1,450
-8%
-$20.8K
0.05%
142
2020
Q2
$243K
Sell
17,500
-7,471
-30%
-$101K
0.06%
134
2020
Q1
$338K
Sell
24,971
-470
-2%
-$6.69K
0.11%
102
2019
Q4
$366K
Buy
25,441
+4,601
+22%
+$65.4K
0.1%
118
2019
Q3
$298K
Buy
+20,840
New
+$295K
0.09%
122
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1-Year Est. Return
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$666B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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