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Doyle Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Doyle Wealth Management’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,000
Closed -$131K – 233
2022
Q1 		$131K Buy
+10,000
New +$145K 0.01% 238

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
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WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Doyle Wealth Management's NDMO Position: Q2 2022 in Review

Doyle Wealth Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2022, closing a stake of 10,000 shares — an estimated $131K sold.

Doyle Wealth Management first reported a position in NDMO in Q1 2022 and held it in 1 quarter. The position peaked at $131K in Q1 2022. 46 funds tracked by Wall St. Rank hold NDMO as of Q2 2022.

  • Doyle Wealth Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 10,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2022, an estimated $131K.
  • Doyle Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $131K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.