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Destination Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Destination Wealth Management’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,936
Closed -$188K – 220
2023
Q1 		$188K Hold
16,936
– – 0.01% 200
2022
Q4 		$193K Buy
+16,936
New +$185K 0.01% 193

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Destination Wealth Management's NEA Position: Q2 2023 in Review

Destination Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 16,936 shares — an estimated $188K sold.

Destination Wealth Management first reported a position in NEA in Q4 2022 and held it in 2 quarters. The position peaked at $193K in Q4 2022. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

  • Destination Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Destination Wealth Management sold 16,936 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $188K.
  • Destination Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 2 quarters.
  • Destination Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $193K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Destination Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.