FGAM
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Financial Gravity Asset Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Financial Gravity Asset Management’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,001
Closed -$73.3K – 2023
2023
Q4 		$73.3K Hold
2,001
– – ﹤0.01% 556
2023
Q3 		$73.3K Buy
+2,001
New +$21.8K ﹤0.01% 496

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Financial Gravity Asset Management's NAD Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2024, closing a stake of 2,001 shares — an estimated $73.3K sold.

Financial Gravity Asset Management first reported a position in NAD in Q3 2023 and held it in 2 quarters. The position peaked at $73.3K in Q4 2023. 271 funds tracked by Wall St. Rank hold NAD as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2,001 Nuveen Quality Municipal Income Fund shares in Q1 2024, an estimated $73.3K.
  • Financial Gravity Asset Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Nuveen Quality Municipal Income Fund position peaked at $73.3K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.