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First Personal Financial Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

First Personal Financial Services’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$809K Sell
67,570
-3,808
-5% -$44.3K 0.17% 76
2024
Q2 		$818K Buy
71,378
+7,135
+11% +$78.1K 0.19% 72
2024
Q1 		$711K Buy
64,243
+1,335
+2% +$14.7K 0.17% 72
2023
Q4 		$692K Buy
62,908
+9,356
+17% +$95.5K 0.17% 70
2023
Q3 		$518K Buy
53,552
+49,950
+1,387% +$525K 0.13% 76
2023
Q2 		$39.4K Buy
+3,602
New +$39.4K 0.01% 225

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MSL
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SIA
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BI
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Pathstone Holdings
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Personal Financial Services's NEA Position: Q3 2024 in Review

First Personal Financial Services reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 5.3% in Q3 2024, selling an estimated $44.3K and leaving 67,570 shares worth $809K. The position accounts for 0.17% of the portfolio, ranked #76.

First Personal Financial Services first reported a position in NEA in Q2 2023 and has held it in 6 quarters since. The position peaked at $818K in Q2 2024. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

  • First Personal Financial Services held 67,570 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $809K as of Q3 2024.
  • First Personal Financial Services sold 3,808 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $44.3K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.17% of First Personal Financial Services's portfolio in Q3 2024, its #76 holding.
  • First Personal Financial Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and has held it in 6 quarters since.
  • First Personal Financial Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $818K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.