Laird Norton Wetherby Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio JQC Stock Details JQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,905	Closed	-$72.6K	–	972
2023 Q4	$72.6K	Hold	13,905	–	–	﹤0.01%	906
2023 Q3	$70.4K	Hold	13,905	–	–	﹤0.01%	884
2023 Q2	$70.2K	Hold	13,905	–	–	﹤0.01%	939
2023 Q1	$71.1K	Hold	13,905	–	–	﹤0.01%	904
2022 Q4	$70.8K	Hold	13,905	–	–	﹤0.01%	878
2022 Q3	$71K	Buy	+13,905	New	+$74.5K	0.01%	862

Other funds holding JQC

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

AAM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JQC Position: Q1 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2024, closing a stake of 13,905 shares — an estimated $72.6K sold.

Laird Norton Wetherby Wealth Management first reported a position in JQC in Q3 2022 and held it in 6 quarters. The position peaked at $72.6K in Q4 2023. 151 funds tracked by Wall St. Rank hold JQC as of Q1 2024.

Laird Norton Wetherby Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 13,905 Nuveen Credit Strategies Income Fund shares in Q1 2024, an estimated $72.6K.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q3 2022 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $72.6K in Q4 2023.
151 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.