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Mattern Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Mattern Wealth Management’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,035
Closed -$178K – 181
2023
Q4 		$178K Buy
18,035
+309
+2% +$2.88K 0.05% 169
2023
Q3 		$164K Buy
+17,726
New +$181K 0.05% 165

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MPW
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GP
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RJA
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OIA
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Mattern Wealth Management's NMZ Position: Q1 2024 in Review

Mattern Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 18,035 shares — an estimated $178K sold.

Mattern Wealth Management first reported a position in NMZ in Q3 2023 and held it in 2 quarters. The position peaked at $178K in Q4 2023. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

  • Mattern Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 18,035 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $178K.
  • Mattern Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2023 and held it in 2 quarters.
  • Mattern Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $178K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Mattern Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.