Liberty Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Liberty Wealth Management’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,072	Closed	-$34K	–	774
2021 Q3	$34K	Buy	2,072 +21	+1%	+$345	0.01%	506
2021 Q2	$33K	Buy	2,051 +29	+1%	+$460	0.01%	404
2021 Q1	$31K	Hold	2,022	–	–	0.02%	382
2020 Q4	$31K	Buy	2,022 +35	+2%	+$539	0.02%	380
2020 Q3	$30K	Buy	1,987 +21	+1%	+$322	0.02%	330
2020 Q2	$29K	Buy	1,966 +21	+1%	+$302	0.02%	324
2020 Q1	$28K	Buy	1,945 +13	+0.7%	+$197	0.02%	299
2019 Q4	$29K	Buy	1,932 +26	+1%	+$394	0.02%	351
2019 Q3	$29K	Buy	1,906 +20	+1%	+$302	0.03%	332
2019 Q2	$28K	Buy	1,886 +20	+1%	+$284	0.02%	350
2019 Q1	$25K	Buy	1,866 +15	+0.8%	+$201	0.02%	313
2018 Q4	$23K	Buy	+1,851	New	+$23.4K	0.02%	302

Other funds holding NKX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

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

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Liberty Wealth Management's NKX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2021, closing a stake of 2,072 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in NKX in Q4 2018 and held it in 12 quarters. The position peaked at $34K in Q3 2021. 64 funds tracked by Wall St. Rank hold NKX as of Q4 2021.

Liberty Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2,072 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2021, an estimated $34K.
Liberty Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $34K in Q3 2021.
64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.