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Harbor Investment Advisory’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Harbor Investment Advisory’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,500
Closed -$27.2K – 1393
2024
Q1 		$27.2K Hold
2,500
– – ﹤0.01% 690
2023
Q4 		$24.8K Buy
+2,500
New +$24.4K ﹤0.01% 684

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Harbor Investment Advisory's NDMO Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2024, closing a stake of 2,500 shares — an estimated $27.2K sold.

Harbor Investment Advisory first reported a position in NDMO in Q4 2023 and held it in 2 quarters. The position peaked at $27.2K in Q1 2024. 59 funds tracked by Wall St. Rank hold NDMO as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 2,500 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2024, an estimated $27.2K.
  • Harbor Investment Advisory first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Harbor Investment Advisory's Nuveen Dynamic Municipal Opportunities Fund position peaked at $27.2K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.