FDW
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Fourth Dimension Wealth’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Fourth Dimension Wealth’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
2025
Q2 		– Sell
-159
Closed -$2.19K – 637
2025
Q1 		$2.19K Hold
159
– – ﹤0.01% 539
2024
Q4 		$2.16K Buy
+159
New +$2.21K ﹤0.01% 546

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fourth Dimension Wealth's NUW Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2025, closing a stake of 159 shares — an estimated $2.19K sold.

Fourth Dimension Wealth first reported a position in NUW in Q4 2024 and held it in 2 quarters. The position peaked at $2.19K in Q1 2025. 59 funds tracked by Wall St. Rank hold NUW as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 159 Nuveen AMT-Free Municipal Value Fund shares in Q2 2025, an estimated $2.19K.
  • Fourth Dimension Wealth first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Nuveen AMT-Free Municipal Value Fund position peaked at $2.19K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.