Lauterbach Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lauterbach Financial Advisors’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,237	Closed	-$135K	–	68
2023 Q4	$135K	Hold	12,237	–	–	0.09%	66
2023 Q3	$118K	Hold	12,237	–	–	0.09%	58
2023 Q2	$134K	Hold	12,237	–	–	0.1%	60
2023 Q1	$136K	Hold	12,237	–	–	0.11%	59
2022 Q4	$139K	Hold	12,237	–	–	0.12%	52
2022 Q3	$130K	Hold	12,237	–	–	0.13%	49
2022 Q2	$144K	Buy	+12,237	New	+$149K	0.14%	46

Other funds holding NEA

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

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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

Allspring Global Investments

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return