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Frisch Financial Group’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Frisch Financial Group’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,638
Closed -$138K – 143
2024
Q1 		$138K Sell
12,638
-4,909
-28% -$53.8K 0.05% 130
2023
Q4 		$194K Sell
17,547
-6,548
-27% -$65.6K 0.07% 123
2023
Q3 		$233K Sell
24,095
-4,560
-16% -$47.4K 0.09% 105
2023
Q2 		$308K Sell
28,655
-92
-0.3% -$997 0.15% 85
2023
Q1 		$317K Sell
28,747
-174
-0.6% -$1.91K 0.12% 91
2022
Q4 		$309K Buy
+28,921
New +$300K 0.12% 96

Other funds holding NAN

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Bank of America
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return