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Foresight Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Foresight Wealth Management’s Portfolio JQC Stock Details JQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-23,842
Closed -$122K – 60
2022
Q3 		$122K Buy
23,842
+250
+1% +$1.34K 0.03% 102
2022
Q2 		$123K Sell
23,592
-452
-2% -$2.54K 0.03% 108
2022
Q1 		$149K Sell
24,044
-41,484
-63% -$258K 0.03% 106
2021
Q4 		$425K Buy
+65,528
New +$425K 0.01% 89

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OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Foresight Wealth Management's JQC Position: Q4 2022 in Review

Foresight Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2022, closing a stake of 23,842 shares — an estimated $122K sold.

Foresight Wealth Management first reported a position in JQC in Q4 2021 and held it in 4 quarters. The position peaked at $425K in Q4 2021. 150 funds tracked by Wall St. Rank hold JQC as of Q4 2022.

  • Foresight Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 23,842 Nuveen Credit Strategies Income Fund shares in Q4 2022, an estimated $122K.
  • Foresight Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2021 and held it in 4 quarters.
  • Foresight Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $425K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.