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Financial Advocates Investment Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Financial Advocates Investment Management’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34,115
Closed -$454K – 764
2023
Q3 		$454K Buy
34,115
+10,500
+44% +$149K 0.03% 437
2023
Q2 		$340K Buy
23,615
+4,160
+21% +$60.1K 0.02% 486
2023
Q1 		$278K Buy
+19,455
New +$280K 0.02% 577

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Advocates Investment Management's NXP Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q4 2023, closing a stake of 34,115 shares — an estimated $454K sold.

Financial Advocates Investment Management first reported a position in NXP in Q1 2023 and held it in 3 quarters. The position peaked at $454K in Q3 2023. 89 funds tracked by Wall St. Rank hold NXP as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 34,115 Nuveen Select Tax-Free Income Portfolio shares in Q4 2023, an estimated $454K.
  • Financial Advocates Investment Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q1 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's Nuveen Select Tax-Free Income Portfolio position peaked at $454K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.