Forvis Mazars Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-35,029	Closed	-$410K	–	393
2022 Q2	$410K	Buy	+35,029	New	+$421K	0.02%	278
2021 Q1	–	Sell	-10,268	Closed	-$148K	–	333
2020 Q4	$148K	Buy	+10,268	New	+$140K	0.01%	354
2018 Q3	–	Sell	-49,811	Closed	-$631K	–	241
2018 Q2	$631K	Hold	49,811	–	–	0.06%	124
2018 Q1	$623K	Hold	49,811	–	–	0.06%	123
2017 Q4	$678K	Buy	+49,811	New	+$680K	0.07%	120

Other funds holding NMZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's NMZ Position: Q3 2022 in Review

Forvis Mazars Wealth Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2022, closing a stake of 35,029 shares — an estimated $410K sold.

Forvis Mazars Wealth Advisors first reported a position in NMZ in Q4 2017 and held it in 5 quarters. The position peaked at $678K in Q4 2017. 121 funds tracked by Wall St. Rank hold NMZ as of Q3 2022.

Forvis Mazars Wealth Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 35,029 Nuveen Municipal High Income Opportunity Fund shares in Q3 2022, an estimated $410K.
Forvis Mazars Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2017 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $678K in Q4 2017.
121 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.