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ICA Group Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

ICA Group Wealth Management’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
Q2 		$30.2K Hold
2,636
– – 0.02% 300
2024
Q1 		$29.2K Hold
2,636
– – 0.01% 673
2023
Q4 		$29K Buy
+2,636
New +$26.9K 0.01% 631
2023
Q3 		– Sell
-2,636
Closed -$28.8K – 833
2023
Q2 		$28.8K Hold
2,636
– – 0.01% 613
2023
Q1 		$29.3K Hold
2,636
– – 0.01% 578
2022
Q4 		$30.3K Buy
+2,636
New +$28.8K 0.01% 608

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

ICA Group Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2024 at 2,636 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #300.

ICA Group Wealth Management first reported a position in NEA in Q4 2022 and has held it in 6 quarters since. The position peaked at $30.3K in Q4 2022. 303 funds tracked by Wall St. Rank hold NEA as of Q2 2024.

  • ICA Group Wealth Management held 2,636 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $30.2K as of Q2 2024.
  • ICA Group Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2024.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #300 holding.
  • ICA Group Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $30.3K in Q4 2022.
  • 303 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2024.

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