ICA Group Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

ICA Group Wealth Management’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
2024 Q2	–	Sell	-14,200	Closed	-$156K	–	1115
2024 Q1	$156K	Hold	14,200	–	–	0.03%	317
2023 Q4	$152K	Hold	14,200	–	–	0.03%	292
2023 Q3	$137K	Hold	14,200	–	–	0.04%	230
2023 Q2	$153K	Hold	14,200	–	–	0.04%	265
2023 Q1	$160K	Buy	+14,200	New	+$163K	0.04%	264
2022 Q4	–	Sell	-14,200	Closed	-$178K	–	1331
2022 Q3	$178K	Hold	14,200	–	–	0.04%	343
2022 Q2	$200K	Hold	14,200	–	–	0.04%	367
2022 Q1	$185K	Buy	+14,200	New	+$203K	0.04%	368

Other funds holding NAZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

LSC

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

ICA Group Wealth Management's NAZ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q2 2024, closing a stake of 14,200 shares — an estimated $156K sold.

ICA Group Wealth Management first reported a position in NAZ in Q1 2022 and held it in 8 quarters. The position peaked at $200K in Q2 2022. 33 funds tracked by Wall St. Rank hold NAZ as of Q2 2024.

ICA Group Wealth Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 14,200 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2024, an estimated $156K.
ICA Group Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2022 and held it in 8 quarters.
ICA Group Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $200K in Q2 2022.
33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.