Fidelity Investments
NXC

Fidelity Investments’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Fidelity Investments’s Portfolio NXC Stock Details NXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$13 – 5530
2023
Q1 		$13 Buy
+1
New +$14 ﹤0.01% 5151

Other funds holding NXC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's NXC Position: Q2 2023 in Review

Fidelity Investments sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2023, closing a stake of 1 share — an estimated $13 sold.

Fidelity Investments first reported a position in NXC in Q1 2023 and held it in 1 quarter. The position peaked at $13 in Q1 2023. 20 funds tracked by Wall St. Rank hold NXC as of Q2 2023.

  • Fidelity Investments reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Nuveen CA Select Tax-Free Income Portfolio share in Q2 2023, an estimated $13.
  • Fidelity Investments first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2023 and held it in 1 quarter.
  • Fidelity Investments's Nuveen CA Select Tax-Free Income Portfolio position peaked at $13 in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.