Focused Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,580
| Closed | -$10.7K | – | 588 |
|
|
2023
Q4 | $10.7K | Hold |
1,580
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $10K | Hold |
1,580
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $10.2K | Hold |
1,580
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $10.4K | Hold |
1,580
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $11.5K | Hold |
1,580
| – | – | ﹤0.01% | 509 |
|
|
2022
Q3 | $11K | Hold |
1,580
| – | – | ﹤0.01% | 478 |
|
|
2022
Q2 | $12K | Hold |
1,580
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $14K | Hold |
1,580
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $15K | Hold |
1,580
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $16K | Hold |
1,580
| – | – | ﹤0.01% | 539 |
|
|
2021
Q2 | $16K | Hold |
1,580
| – | – | ﹤0.01% | 541 |
|
|
2021
Q1 | $15K | Hold |
1,580
| – | – | ﹤0.01% | 548 |
|
|
2020
Q4 | $15K | Hold |
1,580
| – | – | ﹤0.01% | 509 |
|
|
2020
Q3 | $13K | Hold |
1,580
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $13K | Hold |
1,580
| – | – | ﹤0.01% | 460 |
|
|
2020
Q1 | $12K | Hold |
1,580
| – | – | ﹤0.01% | 434 |
|
|
2019
Q4 | $17K | Buy |
+1,580
| New | +$16.1K | ﹤0.01% | 431 |
|
|
2019
Q3 | – | Sell |
-1,580
| Closed | -$16K | – | 741 |
|
|
2019
Q2 | $16K | Hold |
1,580
| – | – | ﹤0.01% | 451 |
|
|
2019
Q1 | $15K | Hold |
1,580
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $13K | Buy |
+1,580
| New | +$14K | ﹤0.01% | 426 |
|
|
2018
Q3 | – | Sell |
-1,580
| Closed | -$15K | – | 684 |
|
|
2018
Q2 | $15K | Hold |
1,580
| – | – | 0.01% | 395 |
|
|
2018
Q1 | $16K | Hold |
1,580
| – | – | 0.01% | 413 |
|
|
2017
Q4 | $16K | Hold |
1,580
| – | – | 0.01% | 405 |
|
|
2017
Q3 | $17K | Hold |
1,580
| – | – | 0.01% | 365 |
|
|
2017
Q2 | $16K | Hold |
1,580
| – | – | 0.01% | 406 |
|
|
2017
Q1 | $15K | Hold |
1,580
| – | – | 0.01% | 417 |
|
|
2016
Q4 | $16K | Hold |
1,580
| – | – | 0.01% | 415 |
|
|
2016
Q3 | $16K | Hold |
1,580
| – | – | 0.01% | 389 |
|
|
2016
Q2 | $16K | Hold |
1,580
| – | – | 0.01% | 380 |
|
|
2016
Q1 | $15K | Hold |
1,580
| – | – | 0.01% | 335 |
|
|
2015
Q4 | $14K | Hold |
1,580
| – | – | 0.01% | 356 |
|
|
2015
Q3 | $14K | Hold |
1,580
| – | – | 0.01% | 346 |
|
|
2015
Q2 | $14K | Hold |
1,580
| – | – | 0.01% | 360 |
|
|
2015
Q1 | $15K | Buy |
+1,580
| New | +$15K | 0.01% | 364 |
|
Other funds holding JPC
RCM
SIA
RJA
PCM
Focused Wealth Management's JPC Position: Q1 2024 in Review
Focused Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2024, closing a stake of 1,580 shares — an estimated $10.7K sold.
Focused Wealth Management first reported a position in JPC in Q1 2015 and held it in 34 quarters. The position peaked at $17K in Q4 2019. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.
- Focused Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 1,580 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $10.7K.
- Focused Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2015 and held it in 34 quarters.
- Focused Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $17K in Q4 2019.
- 287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.