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Laird Norton Wetherby Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,380
Closed -$148K – 912
2022
Q2 		$148K Buy
+11,380
New +$160K 0.01% 843

Other funds holding JRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JRI Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2022, closing a stake of 11,380 shares — an estimated $148K sold.

Laird Norton Wetherby Wealth Management first reported a position in JRI in Q2 2022 and held it in 1 quarter. The position peaked at $148K in Q2 2022. 75 funds tracked by Wall St. Rank hold JRI as of Q3 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,380 Nuveen Real Asset Income & Growth Fund shares in Q3 2022, an estimated $148K.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2022 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $148K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.