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Laurel Wealth Planning’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Laurel Wealth Planning’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,100
Closed -$31K – 271
2022
Q1 		$31K Buy
+2,100
New +$32.9K 0.02% 137

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Laurel Wealth Planning's NUW Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2022, closing a stake of 2,100 shares — an estimated $31K sold.

Laurel Wealth Planning first reported a position in NUW in Q1 2022 and held it in 1 quarter. The position peaked at $31K in Q1 2022. 43 funds tracked by Wall St. Rank hold NUW as of Q2 2022.

  • Laurel Wealth Planning reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,100 Nuveen AMT-Free Municipal Value Fund shares in Q2 2022, an estimated $31K.
  • Laurel Wealth Planning first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's Nuveen AMT-Free Municipal Value Fund position peaked at $31K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.