First Horizon Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

First Horizon Advisors’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,900	Closed	-$34K	–	2495
2022 Q3	$34K	Hold	4,900	–	–	﹤0.01%	997
2022 Q2	$37K	Buy	+4,900	New	+$39.1K	﹤0.01%	1050
2022 Q1	–	Sell	-400	Closed	-$4K	–	2027
2021 Q4	$4K	Hold	400	–	–	﹤0.01%	1815
2021 Q3	$4K	Buy	+400	New	+$3.99K	﹤0.01%	1796

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Horizon Advisors's JPC Position: Q4 2022 in Review

First Horizon Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2022, closing a stake of 4,900 shares — an estimated $34K sold.

First Horizon Advisors first reported a position in JPC in Q3 2021 and held it in 4 quarters. The position peaked at $37K in Q2 2022. 137 funds tracked by Wall St. Rank hold JPC as of Q4 2022.

First Horizon Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
First Horizon Advisors sold 4,900 Nuveen Preferred & Income Opportunities Fund shares in Q4 2022, an estimated $34K.
First Horizon Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and held it in 4 quarters.
First Horizon Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $37K in Q2 2022.
137 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2022.

Based on First Horizon Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.