DFA
JPS

DHJJ Financial Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

DHJJ Financial Advisors’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$19 – 824
2023
Q3 		$19 Buy
+3
New +$19 ﹤0.01% 796

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BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

DHJJ Financial Advisors's JPS Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 3 shares — an estimated $19 sold.

DHJJ Financial Advisors first reported a position in JPS in Q3 2023 and held it in 1 quarter. The position peaked at $19 in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 3 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $19.
  • DHJJ Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $19 in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.