IHT Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

IHT Wealth Management’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,377	Closed	-$170K	–	1049
2023 Q4	$170K	Hold	15,377	–	–	0.01%	922
2023 Q3	$149K	Hold	15,377	–	–	0.01%	901
2023 Q2	$165K	Hold	15,377	–	–	0.01%	903
2023 Q1	$170K	Hold	15,377	–	–	0.01%	871
2022 Q4	$165K	Hold	15,377	–	–	0.01%	838
2022 Q3	$161K	Hold	15,377	–	–	0.01%	798
2022 Q2	$180K	Hold	15,377	–	–	0.02%	673
2022 Q1	$193K	Hold	15,377	–	–	0.01%	717
2021 Q4	$227K	Buy	+15,377	New	+$224K	0.02%	711

Other funds holding NAN

SCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

LSC

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IHT Wealth Management's NAN Position: Q1 2024 in Review

IHT Wealth Management sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2024, closing a stake of 15,377 shares — an estimated $170K sold.

IHT Wealth Management first reported a position in NAN in Q4 2021 and held it in 9 quarters. The position peaked at $227K in Q4 2021. 51 funds tracked by Wall St. Rank hold NAN as of Q1 2024.

IHT Wealth Management reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
IHT Wealth Management sold 15,377 Nuveen New York Quality Municipal Income Fund shares in Q1 2024, an estimated $170K.
IHT Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2021 and held it in 9 quarters.
IHT Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $227K in Q4 2021.
51 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.