Garrison Point Capital’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Garrison Point Capital’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$177K	Hold	15,000	–	–	2.59%	13
2022 Q2	$193K	Hold	15,000	–	–	2.69%	13
2022 Q1	$203K	Hold	15,000	–	–	2.38%	15
2021 Q4	$237K	Hold	15,000	–	–	0.09%	18
2021 Q3	$246K	Hold	15,000	–	–	0.08%	18
2021 Q2	$245K	Hold	15,000	–	–	0.08%	20
2021 Q1	$232K	Hold	15,000	–	–	0.1%	20
2020 Q4	$236K	Hold	15,000	–	–	0.12%	20
2020 Q3	$229K	Hold	15,000	–	–	0.13%	19
2020 Q2	$224K	Buy	+15,000	New	+$216K	0.15%	18

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Garrison Point Capital's NKX Position: Q3 2022 in Review

Garrison Point Capital held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q3 2022 at 15,000 shares worth $177K. The position accounts for 2.59% of the portfolio, ranked #13.

Garrison Point Capital first reported a position in NKX in Q2 2020 and has held it in 10 quarters since. The position peaked at $246K in Q3 2021. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

Garrison Point Capital held 15,000 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $177K as of Q3 2022.
Garrison Point Capital left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2022.
Nuveen California AMT-Free Quality Municipal Income Fund made up 2.59% of Garrison Point Capital's portfolio in Q3 2022, its #13 holding.
Garrison Point Capital first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2020 and has held it in 10 quarters since.
Garrison Point Capital's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $246K in Q3 2021.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Garrison Point Capital's 13F filing for Q3 2022, filed 24 Oct 2022.