Laird Norton Wetherby Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q2	–	Sell	-20,000	Closed	-$271K	–	961
2022 Q1	$271K	Hold	20,000	–	–	0.02%	745
2021 Q4	$317K	Hold	20,000	–	–	0.02%	701
2021 Q3	$328K	Hold	20,000	–	–	0.02%	676
2021 Q2	$326K	Hold	20,000	–	–	0.02%	681
2021 Q1	$309K	Hold	20,000	–	–	0.02%	597
2020 Q4	$315K	Hold	20,000	–	–	0.02%	647
2020 Q3	$305K	Hold	20,000	–	–	0.03%	525
2020 Q2	$299K	Hold	20,000	–	–	0.03%	513
2020 Q1	$283K	Hold	20,000	–	–	0.03%	468
2019 Q4	$304K	Hold	20,000	–	–	0.03%	533
2019 Q3	$302K	Hold	20,000	–	–	0.03%	548
2019 Q2	$292K	Buy	+20,000	New	+$284K	0.03%	547

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

MIAN

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

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 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

Laird Norton Wetherby Wealth Management's NKX Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 20,000 shares — an estimated $271K sold.

Laird Norton Wetherby Wealth Management first reported a position in NKX in Q2 2019 and held it in 12 quarters. The position peaked at $328K in Q3 2021. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 20,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $271K.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2019 and held it in 12 quarters.
Laird Norton Wetherby Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $328K in Q3 2021.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.