Meridian Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Meridian Wealth Management’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
2023 Q4	–	Sell	-14,300	Closed	-$138K	–	606
2023 Q3	$138K	Hold	14,300	–	–	0.01%	518
2023 Q2	$154K	Hold	14,300	–	–	0.01%	522
2023 Q1	$162K	Hold	14,300	–	–	0.01%	515
2022 Q4	$160K	Hold	14,300	–	–	0.02%	499
2022 Q3	$179K	Hold	14,300	–	–	0.02%	457
2022 Q2	$184K	Hold	14,300	–	–	0.02%	517
2022 Q1	$194K	Hold	14,300	–	–	0.02%	379
2021 Q4	$229K	Hold	14,300	–	–	0.02%	366
2021 Q3	$224K	Hold	14,300	–	–	0.03%	365
2021 Q2	$232K	Hold	14,300	–	–	0.03%	348
2021 Q1	$217K	Hold	14,300	–	–	0.03%	334
2020 Q4	$226K	Buy	14,300 +3,800	+36%	+$57.5K	0.04%	297
2020 Q3	$154K	Hold	10,500	–	–	0.04%	242
2020 Q2	$142K	Hold	10,500	–	–	0.05%	211
2020 Q1	$130K	Buy	+10,500	New	+$142K	0.06%	197

Other funds holding NAZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MIM

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

Meridian Wealth Management's NAZ Position: Q4 2023 in Review

Meridian Wealth Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2023, closing a stake of 14,300 shares — an estimated $138K sold.

Meridian Wealth Management first reported a position in NAZ in Q1 2020 and held it in 15 quarters. The position peaked at $232K in Q2 2021. 35 funds tracked by Wall St. Rank hold NAZ as of Q4 2023.

Meridian Wealth Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Management sold 14,300 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2023, an estimated $138K.
Meridian Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2020 and held it in 15 quarters.
Meridian Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $232K in Q2 2021.
35 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.