MWM
NXN

MinichMacGregor Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

MinichMacGregor Wealth Management’s Portfolio NXN Stock Details NXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,270
Closed -$26.3K – 454
2022
Q4 		$26.3K Buy
+2,270
New +$26.1K 0.01% 260

Other funds holding NXN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MinichMacGregor Wealth Management's NXN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2023, closing a stake of 2,270 shares — an estimated $26.3K sold.

MinichMacGregor Wealth Management first reported a position in NXN in Q4 2022 and held it in 1 quarter. The position peaked at $26.3K in Q4 2022. 18 funds tracked by Wall St. Rank hold NXN as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,270 Nuveen New York Tax-Free Income Portfolio shares in Q1 2023, an estimated $26.3K.
  • MinichMacGregor Wealth Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Nuveen New York Tax-Free Income Portfolio position peaked at $26.3K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.