Laird Norton Wetherby Wealth Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,455	Closed	-$120K	–	950
2023 Q2	$120K	Buy	+10,455	New	+$120K	0.01%	904
2017 Q2	–	Sell	-10,630	Closed	-$141K	–	577
2017 Q1	$141K	Buy	+10,630	New	+$141K	0.03%	543

Other funds holding NXJ

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LSC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

HWAM

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

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

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

Laird Norton Wetherby Wealth Management's NXJ Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2023, closing a stake of 10,455 shares — an estimated $120K sold.

Laird Norton Wetherby Wealth Management first reported a position in NXJ in Q1 2017 and held it in 2 quarters. The position peaked at $141K in Q1 2017. 65 funds tracked by Wall St. Rank hold NXJ as of Q3 2023.

Laird Norton Wetherby Wealth Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,455 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2023, an estimated $120K.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q1 2017 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $141K in Q1 2017.
65 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.