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Lazari Capital Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Lazari Capital Management’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
-60,266
Closed -$663K – 133
2023
Q4 		$663K Hold
60,266
– – 0.38% 45
2023
Q3 		$583K Hold
60,266
– – 0.35% 49
2023
Q2 		$659K Buy
+60,266
New +$659K 0.37% 46

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RCM
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BI
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lazari Capital Management's NEA Position: Q1 2024 in Review

Lazari Capital Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2024, closing a stake of 60,266 shares — an estimated $663K sold.

Lazari Capital Management first reported a position in NEA in Q2 2023 and held it in 3 quarters. The position peaked at $663K in Q4 2023. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

  • Lazari Capital Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Lazari Capital Management sold 60,266 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $663K.
  • Lazari Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 3 quarters.
  • Lazari Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $663K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Lazari Capital Management's 13F filing for Q1 2024, filed 24 Jun 2024.