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Heritage Wealth Management (California)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Heritage Wealth Management (California)’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,985
Closed -$79K – 124
2024
Q1 		$79K Buy
+10,985
New +$78K 0.06% 106

Other funds holding JPC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Wealth Management (California)'s JPC Position: Q2 2024 in Review

Heritage Wealth Management (California) sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2024, closing a stake of 10,985 shares — an estimated $79K sold.

Heritage Wealth Management (California) first reported a position in JPC in Q1 2024 and held it in 1 quarter. The position peaked at $79K in Q1 2024. 280 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

  • Heritage Wealth Management (California) reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 10,985 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $79K.
  • Heritage Wealth Management (California) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Heritage Wealth Management (California)'s Nuveen Preferred & Income Opportunities Fund position peaked at $79K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2024, filed 25 Jul 2024.