Laird Norton Wetherby Wealth Management’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,022	Closed	-$102K	–	963
2023 Q3	$102K	Sell	10,022 -693	-6%	-$7.6K	0.01%	864
2023 Q2	$120K	Buy	10,715 +542	+5%	+$6.08K	0.01%	903
2023 Q1	$116K	Sell	10,173 -58	-0.6%	-$663	0.01%	874
2022 Q4	$114K	Buy	+10,231	New	+$112K	0.01%	848

Other funds holding NQP

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NQP Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q4 2023, closing a stake of 10,022 shares — an estimated $102K sold.

Laird Norton Wetherby Wealth Management first reported a position in NQP in Q4 2022 and held it in 4 quarters. The position peaked at $120K in Q2 2023. 65 funds tracked by Wall St. Rank hold NQP as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,022 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q4 2023, an estimated $102K.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q4 2022 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $120K in Q2 2023.
65 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.