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Flow State Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Flow State Investments’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
2023
Q4 		– Sell
-12,800
Closed -$81K – 233
2023
Q3 		$81K Buy
+12,800
New +$82.7K 0.03% 108

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Flow State Investments's JPC Position: Q4 2023 in Review

Flow State Investments sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023, closing a stake of 12,800 shares — an estimated $81K sold.

Flow State Investments first reported a position in JPC in Q3 2023 and held it in 1 quarter. The position peaked at $81K in Q3 2023. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

  • Flow State Investments reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Flow State Investments sold 12,800 Nuveen Preferred & Income Opportunities Fund shares in Q4 2023, an estimated $81K.
  • Flow State Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • Flow State Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $81K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Flow State Investments's 13F filing for Q4 2023, filed 14 Feb 2024.