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High Net Worth Advisory Group’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

High Net Worth Advisory Group’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,300
Closed -$25.7K – 433
2022
Q4 		$25.7K Hold
2,300
– – 0.01% 405
2022
Q3 		$29K Hold
2,300
– – 0.01% 407
2022
Q2 		$30K Hold
2,300
– – 0.01% 394
2022
Q1 		$31K Hold
2,300
– – 0.01% 396
2021
Q4 		$37K Buy
+2,300
New +$36.5K 0.01% 382

Other funds holding NAZ

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
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

High Net Worth Advisory Group's NAZ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2023, closing a stake of 2,300 shares — an estimated $25.7K sold.

High Net Worth Advisory Group first reported a position in NAZ in Q4 2021 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 33 funds tracked by Wall St. Rank hold NAZ as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,300 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2023, an estimated $25.7K.
  • High Net Worth Advisory Group first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Nuveen Arizona Quality Municipal Income Fund position peaked at $37K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.