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

Destination Wealth Management’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,100
Closed -$129K – 221
2023
Q1 		$129K Hold
11,100
– – ﹤0.01% 201
2022
Q4 		$137K Buy
+11,100
New +$129K 0.01% 194

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Destination Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2023, closing a stake of 11,100 shares — an estimated $129K sold.

Destination Wealth Management first reported a position in NKX in Q4 2022 and held it in 2 quarters. The position peaked at $137K in Q4 2022. 64 funds tracked by Wall St. Rank hold NKX as of Q2 2023.

  • Destination Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Destination Wealth Management sold 11,100 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $129K.
  • Destination Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 2 quarters.
  • Destination Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $137K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Nuveen California 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.