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Graves Light Lenhart Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Graves Light Lenhart Wealth’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,016
Closed -$13K – 419
2022
Q2 		$13K Hold
1,016
– – ﹤0.01% 460
2022
Q1 		$13K Hold
1,016
– – ﹤0.01% 511
2021
Q4 		$16K Hold
1,016
– – ﹤0.01% 553
2021
Q3 		$16K Hold
1,016
– – ﹤0.01% 517
2021
Q2 		$16K Hold
1,016
– – ﹤0.01% 524
2021
Q1 		$15K Hold
1,016
– – ﹤0.01% 534
2020
Q4 		$15K Buy
+1,016
New +$15.1K ﹤0.01% 518

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GC
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RCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Graves Light Lenhart Wealth's NAC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2022, closing a stake of 1,016 shares — an estimated $13K sold.

Graves Light Lenhart Wealth first reported a position in NAC in Q4 2020 and held it in 7 quarters. The position peaked at $16K in Q4 2021. 104 funds tracked by Wall St. Rank hold NAC as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,016 Nuveen California Quality Municipal Income Fund shares in Q3 2022, an estimated $13K.
  • Graves Light Lenhart Wealth first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Nuveen California Quality Municipal Income Fund position peaked at $16K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.