Fidelity Investments
NKX icon

Fidelity Investments’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Fidelity Investments’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$12 – 5443
2023
Q2 		$12 Buy
+1
New +$11 ﹤0.01% 5254

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Fidelity Investments's NKX Position: Q3 2023 in Review

Fidelity Investments sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2023, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in NKX in Q2 2023 and held it in 1 quarter. The position peaked at $12 in Q2 2023. 61 funds tracked by Wall St. Rank hold NKX as of Q3 2023.

  • Fidelity Investments reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Nuveen California AMT-Free Quality Municipal Income Fund share in Q3 2023, an estimated $12.
  • Fidelity Investments first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 1 quarter.
  • Fidelity Investments's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $12 in Q2 2023.
  • 61 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.