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Ignite Planners’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Ignite Planners’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24,594
Closed -$246K – 321
2023
Q3 		$246K Buy
24,594
+68
+0.3% +$757 0.08% 271
2023
Q2 		$277K Buy
24,526
+63
+0.3% +$715 0.11% 204
2023
Q1 		$283K Buy
24,463
+60
+0.2% +$724 0.12% 202
2022
Q4 		$304K Buy
+24,403
New +$284K 0.13% 187

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ignite Planners's NKX Position: Q4 2023 in Review

Ignite Planners sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2023, closing a stake of 24,594 shares — an estimated $246K sold.

Ignite Planners first reported a position in NKX in Q4 2022 and held it in 4 quarters. The position peaked at $304K in Q4 2022. 67 funds tracked by Wall St. Rank hold NKX as of Q4 2023.

  • Ignite Planners reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 24,594 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $246K.
  • Ignite Planners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 4 quarters.
  • Ignite Planners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $304K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.