IWP
NAD icon

Icon Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Icon Wealth Partners’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,132
Closed -$189K – 323
2022
Q1 		$189K Buy
14,132
+62
+0.4% +$890 0.02% 323
2021
Q4 		$227K Buy
14,070
+112
+0.8% +$1.75K 0.02% 298
2021
Q3 		$218K Buy
13,958
+2,554
+22% +$41.4K 0.02% 324
2021
Q2 		$183K Buy
+11,404
New +$177K 0.02% 344

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Icon Wealth Partners's NAD Position: Q2 2022 in Review

Icon Wealth Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2022, closing a stake of 14,132 shares — an estimated $189K sold.

Icon Wealth Partners first reported a position in NAD in Q2 2021 and held it in 4 quarters. The position peaked at $227K in Q4 2021. 259 funds tracked by Wall St. Rank hold NAD as of Q2 2022.

  • Icon Wealth Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Icon Wealth Partners sold 14,132 Nuveen Quality Municipal Income Fund shares in Q2 2022, an estimated $189K.
  • Icon Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and held it in 4 quarters.
  • Icon Wealth Partners's Nuveen Quality Municipal Income Fund position peaked at $227K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.