Forvis Mazars Wealth Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-33,517
| Closed | -$531K | – | 287 |
|
|
2021
Q3 | $531K | Hold |
33,517
| – | – | 0.02% | 176 |
|
|
2021
Q2 | $539K | Hold |
33,517
| – | – | 0.03% | 168 |
|
|
2021
Q1 | $506K | Sell |
33,517
-41,896
| -56% | -$606K | 0.03% | 171 |
|
|
2020
Q4 | $1.07M | Hold |
75,413
| – | – | 0.05% | 145 |
|
|
2020
Q3 | $986K | Hold |
75,413
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $963K | Hold |
75,413
| – | – | 0.06% | 135 |
|
|
2020
Q1 | $848K | Hold |
75,413
| – | – | 0.07% | 123 |
|
|
2019
Q4 | $1.31M | Hold |
75,413
| – | – | 0.09% | 109 |
|
|
2019
Q3 | $1.26M | Buy |
75,413
+41,896
| +125% | +$694K | 0.1% | 105 |
|
|
2019
Q2 | $557K | Hold |
33,517
| – | – | 0.05% | 152 |
|
|
2019
Q1 | $538K | Hold |
33,517
| – | – | 0.04% | 153 |
|
|
2018
Q4 | $449K | Buy |
+33,517
| New | +$519K | 0.05% | 146 |
|
|
2018
Q3 | – | Sell |
-33,517
| Closed | -$553K | – | 252 |
|
|
2018
Q2 | $553K | Hold |
33,517
| – | – | 0.05% | 135 |
|
|
2018
Q1 | $549K | Hold |
33,517
| – | – | 0.06% | 129 |
|
|
2017
Q4 | $589K | Hold |
33,517
| – | – | 0.06% | 133 |
|
|
2017
Q3 | $564K | Hold |
33,517
| – | – | 0.06% | 128 |
|
|
2017
Q2 | $539K | Hold |
33,517
| – | – | 0.06% | 131 |
|
|
2017
Q1 | $501K | Hold |
33,517
| – | – | 0.06% | 124 |
|
|
2016
Q4 | $467K | Hold |
33,517
| – | – | 0.06% | 126 |
|
|
2016
Q3 | $498K | Hold |
33,517
| – | – | 0.07% | 115 |
|
|
2016
Q2 | $479K | Hold |
33,517
| – | – | 0.07% | 109 |
|
|
2016
Q1 | $459K | Hold |
33,517
| – | – | 0.07% | 114 |
|
|
2015
Q4 | $466K | Hold |
33,517
| – | – | 0.07% | 116 |
|
|
2015
Q3 | $453K | Hold |
33,517
| – | – | 0.08% | 108 |
|
|
2015
Q2 | $531K | Sell |
33,517
-9,763
| -23% | -$158K | 0.08% | 99 |
|
|
2015
Q1 | $690K | Sell |
43,280
-700
| -2% | -$11.2K | 0.1% | 91 |
|
|
2014
Q4 | $710K | Buy |
43,980
+5,263
| +14% | +$82.1K | 0.12% | 84 |
|
|
2014
Q3 | $599K | Hold |
38,717
| – | – | 0.1% | 82 |
|
|
2014
Q2 | $631K | Hold |
38,717
| – | – | 0.11% | 83 |
|
|
2014
Q1 | $593K | Hold |
38,717
| – | – | 0.1% | 97 |
|
|
2013
Q4 | $606K | Hold |
38,717
| – | – | 0.11% | 95 |
|
|
2013
Q3 | $566K | Hold |
38,717
| – | – | 0.12% | 99 |
|
|
2013
Q2 | $576K | Buy |
+38,717
| New | +$597K | 0.46% | 60 |
|
Forvis Mazars Wealth Advisors's JTD Position: Q4 2021 in Review
Forvis Mazars Wealth Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 33,517 shares — an estimated $531K sold.
Forvis Mazars Wealth Advisors first reported a position in JTD in Q2 2013 and held it in 33 quarters. The position peaked at $1.31M in Q4 2019. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.
- Forvis Mazars Wealth Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
- Forvis Mazars Wealth Advisors sold 33,517 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $531K.
- Forvis Mazars Wealth Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2013 and held it in 33 quarters.
- Forvis Mazars Wealth Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $1.31M in Q4 2019.
- 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.