Kestra Advisory Services’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Kestra Advisory Services’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-15,080	Closed	-$176K	–	2202
2022 Q2	$176K	Buy	15,080 +124	+0.8%	+$1.47K	﹤0.01%	1914
2022 Q1	$185K	Buy	14,956 +78	+0.5%	+$1.02K	﹤0.01%	1869
2021 Q4	$202K	Buy	14,878 +1,734	+13%	+$23.7K	﹤0.01%	1874
2021 Q3	$182K	Buy	+13,144	New	+$187K	﹤0.01%	1989

Other funds holding NXN

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kestra Advisory Services's NXN Position: Q3 2022 in Review

Kestra Advisory Services sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q3 2022, closing a stake of 15,080 shares — an estimated $176K sold.

Kestra Advisory Services first reported a position in NXN in Q3 2021 and held it in 4 quarters. The position peaked at $202K in Q4 2021. 17 funds tracked by Wall St. Rank hold NXN as of Q3 2022.

Kestra Advisory Services reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q3 2022 after selling out during the quarter.
Kestra Advisory Services sold 15,080 Nuveen New York Tax-Free Income Portfolio shares in Q3 2022, an estimated $176K.
Kestra Advisory Services first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2021 and held it in 4 quarters.
Kestra Advisory Services's Nuveen New York Tax-Free Income Portfolio position peaked at $202K in Q4 2021.
17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.