JSW
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Journey Strategic Wealth’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Journey Strategic Wealth’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
2025
Q3 		– Sell
-10,937
Closed -$119K – 756
2025
Q2 		$119K Sell
10,937
-2,089
-16% -$22.6K ﹤0.01% 647
2025
Q1 		$146K Sell
13,026
-11,797
-48% -$134K 0.01% 479
2024
Q4 		$280K Buy
+24,823
New +$289K 0.01% 352
2024
Q2 		– Sell
-12,096
Closed -$134K – 411
2024
Q1 		$134K Sell
12,096
-1,687
-12% -$18.5K 0.01% 303
2023
Q4 		$152K Sell
13,783
-60
-0.4% -$612 0.01% 215
2023
Q3 		$134K Buy
+13,843
New +$145K 0.01% 185

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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