Fidelity Investments’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$10	–	5561
2024 Q4	$10	Buy	+1	New	+$11	﹤0.01%	5447
2023 Q4	–	Hold	0	–	–	–	5412
2023 Q3	–	Hold	0	–	–	–	5260
2023 Q2	–	Hold	0	–	–	–	5352
2023 Q1	–	Hold	0	–	–	–	5240
2022 Q4	–	Sell	-1	Closed	-$10	–	5325
2022 Q3	$0	Buy	+1	New	+$11	﹤0.01%	5229

Other funds holding NDMO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments's NDMO Position: Q1 2025 in Review

Fidelity Investments sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2025, closing a stake of 1 share — an estimated $10 sold.

Fidelity Investments first reported a position in NDMO in Q3 2022 and held it in 2 quarters. The position peaked at $10 in Q4 2024. 79 funds tracked by Wall St. Rank hold NDMO as of Q1 2025.

Fidelity Investments reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Nuveen Dynamic Municipal Opportunities Fund share in Q1 2025, an estimated $10.
Fidelity Investments first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and held it in 2 quarters.
Fidelity Investments's Nuveen Dynamic Municipal Opportunities Fund position peaked at $10 in Q4 2024.
79 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.