Gerber Kawasaki Wealth & Investment Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 Q2	–	Sell	-21,357	Closed	-$198K	–	260
2022 Q1	$198K	Buy	+21,357	New	+$307K	0.02%	251

Other funds holding NKX

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $6.01B AUM 24.74% 1-Year Est. Return

MIAN

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

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 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 $5.57B AUM 23.85% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NKX Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 21,357 shares — an estimated $198K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NKX in Q1 2022 and held it in 1 quarter. The position peaked at $198K in Q1 2022. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 21,357 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $198K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $198K in Q1 2022.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.