Great Valley Advisor Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Great Valley Advisor Group’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
2024 Q4	–	Sell	-14,496	Closed	-$174K	–	868
2024 Q3	$174K	Buy	14,496 +3,279	+29%	+$38.1K	﹤0.01%	811
2024 Q2	$129K	Sell	11,217 -3,000	-21%	-$32.8K	﹤0.01%	759
2024 Q1	$157K	Sell	14,217 -500	-3%	-$5.49K	﹤0.01%	722
2023 Q4	$162K	Hold	14,717	–	–	0.01%	679
2023 Q3	$142K	Sell	14,717 -2,193	-13%	-$23K	0.01%	645
2023 Q2	$185K	Sell	16,910 -1,000	-6%	-$10.9K	0.01%	666
2023 Q1	$199K	Sell	17,910 -1,304	-7%	-$14.6K	0.01%	657
2022 Q4	$218K	Sell	19,214 -2,446	-11%	-$26.7K	0.01%	630
2022 Q3	$230K	Buy	21,660 +1,000	+5%	+$12K	0.01%	598
2022 Q2	$243K	Buy	+20,660	New	+$252K	0.01%	593

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Great Valley Advisor Group's NEA Position: Q4 2024 in Review

Great Valley Advisor Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 14,496 shares — an estimated $174K sold.

Great Valley Advisor Group first reported a position in NEA in Q2 2022 and held it in 10 quarters. The position peaked at $243K in Q2 2022. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

Great Valley Advisor Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Great Valley Advisor Group sold 14,496 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $174K.
Great Valley Advisor Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 10 quarters.
Great Valley Advisor Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $243K in Q2 2022.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Great Valley Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.