Laird Norton Wetherby Wealth Management’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,674	Closed	-$105K	–	941
2022 Q3	$105K	Hold	10,674	–	–	0.01%	849
2022 Q2	$118K	Hold	10,674	–	–	0.01%	867
2022 Q1	$130K	Buy	+10,674	New	+$136K	0.01%	888
2018 Q4	–	Sell	-17,302	Closed	-$206K	–	669
2018 Q3	$206K	Hold	17,302	–	–	0.03%	620
2018 Q2	$212K	Buy	17,302 +702	+4%	+$8.48K	0.03%	587
2018 Q1	$202K	Buy	16,600 +3,312	+25%	+$41.2K	0.03%	606
2017 Q4	$172K	Buy	13,288 +1,004	+8%	+$13.1K	0.02%	611
2017 Q3	$162K	Hold	12,284	–	–	0.02%	587
2017 Q2	$161K	Sell	12,284 -3,961	-24%	-$52K	0.03%	545
2017 Q1	$211K	Buy	+16,245	New	+$209K	0.04%	516
2016 Q3	–	Sell	-11,528	Closed	-$164K	–	529
2016 Q2	$164K	Buy	+11,528	New	+$160K	0.04%	478

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NRK Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q4 2022, closing a stake of 10,674 shares — an estimated $105K sold.

Laird Norton Wetherby Wealth Management first reported a position in NRK in Q2 2016 and held it in 11 quarters. The position peaked at $212K in Q2 2018. 101 funds tracked by Wall St. Rank hold NRK as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,674 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q4 2022, an estimated $105K.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2016 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $212K in Q2 2018.
101 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.