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Forvis Mazars Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20,410
Closed -$308K – 332
2020
Q4 		$308K Buy
+20,410
New +$298K 0.02% 287

Other funds holding NEA

RCM
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PPA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forvis Mazars Wealth Advisors's NEA Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2021, closing a stake of 20,410 shares — an estimated $308K sold.

Forvis Mazars Wealth Advisors first reported a position in NEA in Q4 2020 and held it in 1 quarter. The position peaked at $308K in Q4 2020. 281 funds tracked by Wall St. Rank hold NEA as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 20,410 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2021, an estimated $308K.
  • Forvis Mazars Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $308K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.