DI
NXP icon

Disciplined Investments’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Disciplined Investments’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,718
Closed -$53.6K – 1088
2023
Q2 		$53.6K Hold
3,718
– – 0.03% 192
2023
Q1 		$53.2K Buy
+3,718
New +$53.5K 0.02% 213

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Disciplined Investments's NXP Position: Q3 2023 in Review

Disciplined Investments sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q3 2023, closing a stake of 3,718 shares — an estimated $53.6K sold.

Disciplined Investments first reported a position in NXP in Q1 2023 and held it in 2 quarters. The position peaked at $53.6K in Q2 2023. 89 funds tracked by Wall St. Rank hold NXP as of Q3 2023.

  • Disciplined Investments reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3,718 Nuveen Select Tax-Free Income Portfolio shares in Q3 2023, an estimated $53.6K.
  • Disciplined Investments first reported a position in Nuveen Select Tax-Free Income Portfolio in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's Nuveen Select Tax-Free Income Portfolio position peaked at $53.6K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.