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Dixon Hughes Goodman Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$97K Buy
7,388
+1,523
+26% +$21.2K 0.03% 244
2021
Q4 		$91K Buy
+5,865
New +$89.2K 0.03% 214

Other funds holding NEA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's NEA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 26% in Q1 2022, buying an estimated $21.2K and bringing the position to 7,388 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #244.

Dixon Hughes Goodman Wealth Advisors first reported a position in NEA in Q4 2021 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 7,388 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $97K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,523 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $21.2K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #244 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.