DiNuzzo Private Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

DiNuzzo Private Wealth’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
2024 Q4	–	Sell	-334	Closed	-$4K	–	1445
2024 Q3	$4K	Hold	334	–	–	﹤0.01%	409
2024 Q2	$3.83K	Hold	334	–	–	﹤0.01%	335
2024 Q1	$3.7K	Hold	334	–	–	﹤0.01%	303
2023 Q4	$3.67K	Buy	+334	New	+$3.41K	﹤0.01%	284

Other funds holding NEA

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DiNuzzo Private Wealth's NEA Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 334 shares — an estimated $4K sold.

DiNuzzo Private Wealth first reported a position in NEA in Q4 2023 and held it in 4 quarters. The position peaked at $4K in Q3 2024. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

DiNuzzo Private Wealth reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
DiNuzzo Private Wealth sold 334 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $4K.
DiNuzzo Private Wealth first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 4 quarters.
DiNuzzo Private Wealth's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $4K in Q3 2024.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.