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Kingswood Wealth Advisors’s Neuberger Municipal Fund Inc NBH Stock Holding History

Kingswood Wealth Advisors’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,360
Closed -$215K – 870
2024
Q3 		$215K Sell
19,360
-1,391
-7% -$15.4K 0.02% 650
2024
Q2 		$222K Hold
20,751
– – 0.02% 610
2024
Q1 		$217K Buy
20,751
+7,270
+54% +$75.3K 0.03% 562
2023
Q4 		$140K Buy
+13,481
New +$129K 0.02% 599

Other funds holding NBH

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kingswood Wealth Advisors's NBH Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Neuberger Municipal Fund Inc (NBH) in Q4 2024, closing a stake of 19,360 shares — an estimated $215K sold.

Kingswood Wealth Advisors first reported a position in NBH in Q4 2023 and held it in 4 quarters. The position peaked at $222K in Q2 2024. 78 funds tracked by Wall St. Rank hold NBH as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Neuberger Municipal Fund Inc position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 19,360 Neuberger Municipal Fund Inc shares in Q4 2024, an estimated $215K.
  • Kingswood Wealth Advisors first reported a position in Neuberger Municipal Fund Inc in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Neuberger Municipal Fund Inc position peaked at $222K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.