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

LexAurum 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 Q4	–	Sell	-29,000	Closed	-$347K	–	345
2024 Q3	$347K	Hold	29,000	–	–	0.08%	214
2024 Q2	$332K	Hold	29,000	–	–	0.08%	210
2024 Q1	$321K	Hold	29,000	–	–	0.08%	212
2023 Q4	$319K	Hold	29,000	–	–	0.08%	215
2023 Q3	$281K	Hold	29,000	–	–	0.08%	222
2023 Q2	$317K	Hold	29,000	–	–	0.1%	189
2023 Q1	$322K	Buy	29,000 +1,500	+5%	+$16.7K	0.11%	178
2022 Q4	$313K	Sell	27,500 -16,759	-38%	-$183K	0.11%	176
2022 Q3	$469K	Sell	44,259 -2,000	-4%	-$24K	0.18%	121
2022 Q2	$544K	Hold	46,259	–	–	0.2%	111
2022 Q1	$608K	Hold	46,259	–	–	0.2%	110
2021 Q4	$722K	Hold	46,259	–	–	0.24%	89
2021 Q3	$703K	Hold	46,259	–	–	0.21%	122
2021 Q2	$726K	Buy	+46,259	New	+$704K	0.22%	118

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LexAurum Advisors's NEA Position: Q4 2024 in Review

LexAurum Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 29,000 shares — an estimated $347K sold.

LexAurum Advisors first reported a position in NEA in Q2 2021 and held it in 14 quarters. The position peaked at $726K in Q2 2021. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

LexAurum Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
LexAurum Advisors sold 29,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $347K.
LexAurum Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2021 and held it in 14 quarters.
LexAurum Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $726K in Q2 2021.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on LexAurum Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.