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Johnson Financial Group Inc (Wisconsin)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2023
Q3 		– Sell
-45,000
Closed -$493K – 680
2023
Q2 		$493K Sell
45,000
-40,000
-47% -$437K 0.03% 185
2023
Q1 		$948K Sell
85,000
-64,000
-43% -$715K 0.07% 119
2022
Q4 		$1.69M Buy
+149,000
New +$1.63M 0.13% 71

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Johnson Financial Group Inc (Wisconsin)'s NEA Position: Q3 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2023, closing a stake of 45,000 shares — an estimated $493K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NEA in Q4 2022 and held it in 3 quarters. The position peaked at $1.69M in Q4 2022. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 45,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $493K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.69M in Q4 2022.
  • 283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2023, filed 14 Nov 2023.