Future Financial Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Future Financial Wealth Management’s Portfolio JRI Stock Details JRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-922	Closed	-$12.6K	–	459
2024 Q3	$12.6K	Buy	+922	New	+$11.8K	0.01%	371
2024 Q2	–	Sell	-922	Closed	-$10.9K	–	286
2024 Q1	$10.9K	Buy	+922	New	+$10.7K	0.01%	396
2022 Q2	–	Sell	-1,583	Closed	-$24K	–	299
2022 Q1	$24K	Hold	1,583	–	–	0.02%	345
2021 Q4	$26K	Buy	+1,583	New	+$24.6K	0.02%	344

Other funds holding JRI

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Future Financial Wealth Management's JRI Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2024, closing a stake of 922 shares — an estimated $12.6K sold.

Future Financial Wealth Management first reported a position in JRI in Q4 2021 and held it in 4 quarters. The position peaked at $26K in Q4 2021. 77 funds tracked by Wall St. Rank hold JRI as of Q4 2024.

Future Financial Wealth Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2024 after selling out during the quarter.
Future Financial Wealth Management sold 922 Nuveen Real Asset Income & Growth Fund shares in Q4 2024, an estimated $12.6K.
Future Financial Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2021 and held it in 4 quarters.
Future Financial Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $26K in Q4 2021.
77 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.