LWANC
JPS

Laurel Wealth Advisors (North Carolina)’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15
Closed -$93 – 599
2023
Q3 		$93 Sell
15
-1
-6% -$6 ﹤0.01% 578
2023
Q2 		$101 Hold
16
– – ﹤0.01% 571
2023
Q1 		$102 Hold
16
– – ﹤0.01% 572
2022
Q4 		$107 Buy
+16
New +$109 ﹤0.01% 550
2022
Q2 		– Sell
-16
Closed – – 710
2022
Q1 		$0 Hold
16
– – ﹤0.01% 708
2021
Q4 		$0 Hold
16
– – ﹤0.01% 705
2021
Q3 		$0 Hold
16
– – ﹤0.01% 770
2021
Q2 		$0 Buy
+16
New +$157 ﹤0.01% 766
2020
Q4 		– Sell
-16
Closed – – 625
2020
Q3 		$0 Hold
16
– – ﹤0.01% 561
2020
Q2 		$0 Hold
16
– – ﹤0.01% 547
2020
Q1 		$0 Hold
16
– – ﹤0.01% 569
2019
Q4 		$0 Hold
16
– – ﹤0.01% 550
2019
Q3 		$0 Buy
+16
New +$155 ﹤0.01% 545

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s JPS Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 15 shares — an estimated $93 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in JPS in Q3 2019 and held it in 13 quarters. The position peaked at $107 in Q4 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 15 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $93.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2019 and held it in 13 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Nuveen Preferred & Income Securities Fund position peaked at $107 in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.