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Householder Group Estate & Retirement Specialist’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-551
Closed -$6K – 953
2024
Q3 		$6K Hold
551
– – ﹤0.01% 904
2024
Q2 		$6K Hold
551
– – ﹤0.01% 914
2024
Q1 		$6.1K Hold
551
– – ﹤0.01% 904
2023
Q4 		$6K Hold
551
– – ﹤0.01% 867
2023
Q3 		$5.33K Buy
+551
New +$5.79K ﹤0.01% 928
2023
Q1 		$6K Buy
+551
New +$6.15K ﹤0.01% 920
2022
Q4 		– Sell
-551
Closed -$5K – 822
2022
Q3 		$5K Buy
+551
New +$6.62K ﹤0.01% 863

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NEA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 551 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in NEA in Q3 2022 and held it in 7 quarters. The position peaked at $6.1K in Q1 2024. 324 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 551 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $6.1K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.