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Family Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Family Asset 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
2023
Q2 		– Sell
-24,444
Closed -$272K – 192
2023
Q1 		$272K Buy
24,444
+152
+0.6% +$1.7K 0.2% 81
2022
Q4 		$276K Buy
+24,292
New +$265K 0.23% 74

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RCM
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BI
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Family Asset Management's NEA Position: Q2 2023 in Review

Family Asset Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2023, closing a stake of 24,444 shares — an estimated $272K sold.

Family Asset Management first reported a position in NEA in Q4 2022 and held it in 2 quarters. The position peaked at $276K in Q4 2022. 290 funds tracked by Wall St. Rank hold NEA as of Q2 2023.

  • Family Asset Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Family Asset Management sold 24,444 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $272K.
  • Family Asset Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 2 quarters.
  • Family Asset Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $276K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Family Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.