IBEX Wealth Advisors’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

IBEX Wealth Advisors’s Portfolio NXJ Stock Details NXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,445	Closed	-$161K	–	197
2021 Q4	$161K	Buy	10,445 +2,184	+26%	+$33.6K	0.03%	188
2021 Q3	$127K	Buy	+8,261	New	+$129K	0.02%	216
2019 Q3	–	Sell	-3,047	Closed	-$42K	–	288
2019 Q2	$42K	Buy	+3,047	New	+$42.4K	0.01%	237
2017 Q4	–	Sell	-2,815	Closed	-$39K	–	120
2017 Q3	$39K	Buy	+2,815	New	+$39K	0.01%	141
2017 Q1	–	Sell	-2,969	Closed	-$39K	–	273
2016 Q4	$39K	Buy	+2,969	New	+$40.7K	0.02%	183

Other funds holding NXJ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RCM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IBEX Wealth Advisors's NXJ Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2022, closing a stake of 10,445 shares — an estimated $161K sold.

IBEX Wealth Advisors first reported a position in NXJ in Q4 2016 and held it in 5 quarters. The position peaked at $161K in Q4 2021. 60 funds tracked by Wall St. Rank hold NXJ as of Q1 2022.

IBEX Wealth Advisors reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 10,445 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2022, an estimated $161K.
IBEX Wealth Advisors first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2016 and held it in 5 quarters.
IBEX Wealth Advisors's Nuveen New Jersey Quality Municipal Income Fund position peaked at $161K in Q4 2021.
60 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.