Fortitude Advisory Group’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Fortitude Advisory Group’s Portfolio NUW Stock Details NUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,606	Closed	-$24K	–	912
2022 Q1	$24K	Hold	1,606	–	–	0.01%	773
2021 Q4	$27K	Buy	+1,606	New	+$26.8K	0.01%	748

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fortitude Advisory Group's NUW Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2022, closing a stake of 1,606 shares — an estimated $24K sold.

Fortitude Advisory Group first reported a position in NUW in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 43 funds tracked by Wall St. Rank hold NUW as of Q2 2022.

Fortitude Advisory Group reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,606 Nuveen AMT-Free Municipal Value Fund shares in Q2 2022, an estimated $24K.
Fortitude Advisory Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Nuveen AMT-Free Municipal Value Fund position peaked at $27K in Q4 2021.
43 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.