Hennion & Walsh Asset Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Hennion & Walsh Asset Management’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,292	Closed	-$185K	–	899
2024 Q4	$185K	Sell	16,292 -18,167	-53%	-$216K	0.01%	831
2024 Q3	$419K	Buy	34,459 +117	+0.3%	+$1.39K	0.02%	657
2024 Q2	$402K	Sell	34,342 -351	-1%	-$4.1K	0.02%	655
2024 Q1	$404K	Buy	34,693 +1,623	+5%	+$19.1K	0.02%	620
2023 Q4	$389K	Buy	33,070 +2,745	+9%	+$31.1K	0.02%	615
2023 Q3	$350K	Buy	30,325 +6,701	+28%	+$79.9K	0.02%	617
2023 Q2	$281K	Buy	23,624 +2,925	+14%	+$35K	0.02%	672
2023 Q1	$249K	Buy	+20,699	New	+$249K	0.02%	690

Other funds holding NXN

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hennion & Walsh Asset Management's NXN Position: Q1 2025 in Review

Hennion & Walsh Asset Management sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2025, closing a stake of 16,292 shares — an estimated $185K sold.

Hennion & Walsh Asset Management first reported a position in NXN in Q1 2023 and held it in 8 quarters. The position peaked at $419K in Q3 2024. 17 funds tracked by Wall St. Rank hold NXN as of Q1 2025.

Hennion & Walsh Asset Management reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2025 after selling out during the quarter.
Hennion & Walsh Asset Management sold 16,292 Nuveen New York Tax-Free Income Portfolio shares in Q1 2025, an estimated $185K.
Hennion & Walsh Asset Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2023 and held it in 8 quarters.
Hennion & Walsh Asset Management's Nuveen New York Tax-Free Income Portfolio position peaked at $419K in Q3 2024.
17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.