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GHP Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

GHP Investment Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,185
Closed -$13.4K – 1014
2024
Q4 		$13.4K Buy
+1,185
New +$13.8K ﹤0.01% 656
2023
Q2 		– Sell
-467
Closed -$5.19K – 953
2023
Q1 		$5.19K Hold
467
– – ﹤0.01% 772
2022
Q4 		$5.31K Hold
467
– – ﹤0.01% 775
2022
Q3 		$5K Hold
467
– – ﹤0.01% 782
2022
Q2 		$5K Hold
467
– – ﹤0.01% 805
2022
Q1 		$6K Buy
+467
New +$6.51K ﹤0.01% 805

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GHP Investment Advisors's NEA Position: Q1 2025 in Review

GHP Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 1,185 shares — an estimated $13.4K sold.

GHP Investment Advisors first reported a position in NEA in Q1 2022 and held it in 6 quarters. The position peaked at $13.4K in Q4 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

  • GHP Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 1,185 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $13.4K.
  • GHP Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 6 quarters.
  • GHP Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $13.4K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.