DAS
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Dynamic Advisor Solutions’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Dynamic Advisor Solutions’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,501
Closed -$178K – 927
2023
Q3 		$178K Buy
18,501
+82
+0.4% +$853 0.01% 788
2023
Q2 		$198K Buy
18,419
+115
+0.6% +$1.24K 0.01% 745
2023
Q1 		$207K Buy
18,304
+3,845
+27% +$44.3K 0.01% 690
2022
Q4 		$161K Sell
14,459
-3,061
-17% -$36.7K 0.01% 680
2022
Q3 		$219K Sell
17,520
-1,919
-10% -$25.7K 0.02% 611
2022
Q2 		$250K Buy
19,439
+200
+1% +$2.58K 0.02% 584
2022
Q1 		$262K Buy
19,239
+7,242
+60% +$104K 0.02% 602
2021
Q4 		$192K Buy
11,997
+97
+0.8% +$1.54K 0.01% 688
2021
Q3 		$187K Buy
11,900
+96
+0.8% +$1.53K 0.01% 703
2021
Q2 		$191K Buy
+11,804
New +$185K 0.02% 688

Other funds holding NAZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Dynamic Advisor Solutions's NAZ Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2023, closing a stake of 18,501 shares — an estimated $178K sold.

Dynamic Advisor Solutions first reported a position in NAZ in Q2 2021 and held it in 10 quarters. The position peaked at $262K in Q1 2022. 35 funds tracked by Wall St. Rank hold NAZ as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 18,501 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2023, an estimated $178K.
  • Dynamic Advisor Solutions first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2021 and held it in 10 quarters.
  • Dynamic Advisor Solutions's Nuveen Arizona Quality Municipal Income Fund position peaked at $262K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.