Fisher Asset Management
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Fisher Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Fisher Asset Management’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,122
Closed -$331K – 1052
2024
Q1 		$331K Buy
+21,122
New +$323K ﹤0.01% 849

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Fisher Asset Management's SPXX Position: Q2 2024 in Review

Fisher Asset Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2024, closing a stake of 21,122 shares — an estimated $331K sold.

Fisher Asset Management first reported a position in SPXX in Q1 2024 and held it in 1 quarter. The position peaked at $331K in Q1 2024. 53 funds tracked by Wall St. Rank hold SPXX as of Q2 2024.

  • Fisher Asset Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2024 after selling out during the quarter.
  • Fisher Asset Management sold 21,122 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2024, an estimated $331K.
  • Fisher Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2024 and held it in 1 quarter.
  • Fisher Asset Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $331K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.