Herold Advisors’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-1,011	Closed	-$12.5K	–	517
2022 Q1	$12.5K	Buy	+1,011	New	+$13.2K	﹤0.01%	573
2021 Q4	–	Sell	-1,011	Closed	-$14K	–	501
2021 Q3	$14K	Buy	+1,011	New	+$14.3K	0.01%	560

Other funds holding NXN

1CP

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Herold Advisors's NXN Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q2 2022, closing a stake of 1,011 shares — an estimated $12.5K sold.

Herold Advisors first reported a position in NXN in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 21 funds tracked by Wall St. Rank hold NXN as of Q2 2022.

Herold Advisors reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,011 Nuveen New York Tax-Free Income Portfolio shares in Q2 2022, an estimated $12.5K.
Herold Advisors first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2021 and held it in 2 quarters.
Herold Advisors's Nuveen New York Tax-Free Income Portfolio position peaked at $14K in Q3 2021.
21 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.