Kore Private Wealth’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Kore Private Wealth’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
2022 Q3	–	Sell	-19,915	Closed	-$257K	–	300
2022 Q2	$257K	Buy	+19,915	New	+$260K	0.04%	240
2020 Q3	–	Sell	-6,384	Closed	-$95K	–	806
2020 Q2	$95K	Hold	6,384	–	–	0.02%	346
2020 Q1	$90K	Hold	6,384	–	–	0.02%	324
2019 Q4	$97K	Buy	+6,384	New	+$96.7K	0.02%	374

Other funds holding NKX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Kore Private Wealth's NKX Position: Q3 2022 in Review

Kore Private Wealth sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2022, closing a stake of 19,915 shares — an estimated $257K sold.

Kore Private Wealth first reported a position in NKX in Q4 2019 and held it in 4 quarters. The position peaked at $257K in Q2 2022. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

Kore Private Wealth reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 19,915 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $257K.
Kore Private Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 4 quarters.
Kore Private Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $257K in Q2 2022.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.