Family Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Family Management’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 Q2	–	Sell	-20,991	Closed	-$237K	–	175
2023 Q1	$237K	Sell	20,991 -11,910	-36%	-$137K	0.05%	109
2022 Q4	$367K	Hold	32,901	–	–	0.09%	101
2022 Q3	$412K	Hold	32,901	–	–	0.11%	94
2022 Q2	$422K	Hold	32,901	–	–	0.11%	94
2022 Q1	$447K	Buy	32,901 +5,360	+19%	+$76.7K	0.12%	99
2021 Q4	$441K	Hold	27,541	–	–	0.11%	111
2021 Q3	$432K	Sell	27,541 -7,000	-20%	-$112K	0.12%	115
2021 Q2	$559K	Hold	34,541	–	–	0.15%	104
2021 Q1	$523K	Hold	34,541	–	–	0.16%	89
2020 Q4	$548K	Hold	34,541	–	–	0.19%	83
2020 Q3	$507K	Hold	34,541	–	–	0.22%	71
2020 Q2	$470K	Hold	34,541	–	–	0.19%	88
2020 Q1	$428K	Sell	34,541 -11,539	-25%	-$156K	0.21%	81
2019 Q4	$621K	Buy	46,080 +3,208	+7%	+$43K	0.21%	85
2019 Q3	$577K	Hold	42,872	–	–	0.22%	79
2019 Q2	$560K	Buy	42,872 +7,813	+22%	+$101K	0.22%	84
2019 Q1	$450K	Buy	+35,059	New	+$435K	0.19%	88

Other funds holding NAZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

Family Management's NAZ Position: Q2 2023 in Review

Family Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q2 2023, closing a stake of 20,991 shares — an estimated $237K sold.

Family Management first reported a position in NAZ in Q1 2019 and held it in 17 quarters. The position peaked at $621K in Q4 2019. 40 funds tracked by Wall St. Rank hold NAZ as of Q2 2023.

Family Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Family Management sold 20,991 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2023, an estimated $237K.
Family Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2019 and held it in 17 quarters.
Family Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $621K in Q4 2019.
40 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2023.

Based on Family Management's 13F filing for Q2 2023, filed 14 Aug 2023.