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Drive Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Drive Wealth Management’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
Q3 		– Sell
-14,065
Closed -$162K – 344
2024
Q2 		$162K Sell
14,065
-2,000
-12% -$21.9K 0.04% 295
2024
Q1 		$179K Sell
16,065
-1,530
-9% -$16.8K 0.05% 293
2023
Q4 		$194K Sell
17,595
-10,800
-38% -$110K 0.06% 274
2023
Q3 		$276K Sell
28,395
-1,650
-5% -$17.3K 0.1% 183
2023
Q2 		$329K Sell
30,045
-3,265
-10% -$35.7K 0.12% 159
2023
Q1 		$372K Sell
33,310
-3,290
-9% -$36.7K 0.16% 147
2022
Q4 		$416K Sell
36,600
-5,789
-14% -$63.1K 0.21% 116
2022
Q3 		$452K Sell
42,389
-2,441
-5% -$29.3K 0.43% 63
2022
Q2 		$529K Sell
44,830
-994
-2% -$12.1K 0.48% 54
2022
Q1 		$605K Buy
45,824
+1,335
+3% +$18.6K 0.51% 51
2021
Q4 		$694K Buy
+44,489
New +$677K 0.61% 38

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
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
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Drive Wealth Management's NEA Position: Q3 2024 in Review

Drive Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2024, closing a stake of 14,065 shares — an estimated $162K sold.

Drive Wealth Management first reported a position in NEA in Q4 2021 and held it in 11 quarters. The position peaked at $694K in Q4 2021. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

  • Drive Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 14,065 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $162K.
  • Drive Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 11 quarters.
  • Drive Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $694K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.