Logan Stone Capital’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Logan Stone Capital’s Portfolio NAZ Stock Details NAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-71,917	Closed	-$850K	–	141
2024 Q3	$850K	Sell	71,917 -30,417	-30%	-$353K	0.21%	80
2024 Q2	$1.14M	Sell	102,334 -52,141	-34%	-$567K	0.29%	77
2024 Q1	$1.7M	Sell	154,475 -3,652	-2%	-$39.7K	0.36%	60
2023 Q4	$1.69M	Buy	158,127 +83,044	+111%	+$834K	0.34%	75
2023 Q3	$723K	Buy	75,083 +44,885	+149%	+$467K	0.2%	90
2023 Q2	$325K	Buy	+30,198	New	+$326K	0.11%	122

Other funds holding NAZ

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Logan Stone Capital's NAZ Position: Q4 2024 in Review

Logan Stone Capital sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2024, closing a stake of 71,917 shares — an estimated $850K sold.

Logan Stone Capital first reported a position in NAZ in Q2 2023 and held it in 6 quarters. The position peaked at $1.7M in Q1 2024. 25 funds tracked by Wall St. Rank hold NAZ as of Q4 2024.

Logan Stone Capital reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Logan Stone Capital sold 71,917 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2024, an estimated $850K.
Logan Stone Capital first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2023 and held it in 6 quarters.
Logan Stone Capital's Nuveen Arizona Quality Municipal Income Fund position peaked at $1.7M in Q1 2024.
25 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2024.

Based on Logan Stone Capital's 13F filing for Q4 2024, filed 14 Feb 2025.