IAIM
NKX icon

International Assets Investment Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

International Assets Investment Management’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
2024
Q4 		– Sell
-13,590
Closed -$1K – 1482
2024
Q3 		$1K Buy
13,590
+12,590
+1,259% +$167K ﹤0.01% 1117
2024
Q2 		$12.5K Buy
+1,000
New +$11.9K ﹤0.01% 1600

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

International Assets Investment Management's NKX Position: Q4 2024 in Review

International Assets Investment Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2024, closing a stake of 13,590 shares — an estimated $1K sold.

International Assets Investment Management first reported a position in NKX in Q2 2024 and held it in 2 quarters. The position peaked at $12.5K in Q2 2024. 64 funds tracked by Wall St. Rank hold NKX as of Q4 2024.

  • International Assets Investment Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 13,590 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $1K.
  • International Assets Investment Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $12.5K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.