LA
JPC icon

Lifeworks Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Lifeworks Advisors’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-22,958
Closed -$176K – 147
2022
Q2 		$176K Hold
22,958
– – 0.11% 141
2022
Q1 		$197K Buy
+22,958
New +$204K 0.13% 126

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Lifeworks Advisors's JPC Position: Q3 2022 in Review

Lifeworks Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022, closing a stake of 22,958 shares — an estimated $176K sold.

Lifeworks Advisors first reported a position in JPC in Q1 2022 and held it in 2 quarters. The position peaked at $197K in Q1 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

  • Lifeworks Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 22,958 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $176K.
  • Lifeworks Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and held it in 2 quarters.
  • Lifeworks Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $197K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on Lifeworks Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.