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Mission Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Mission Wealth Management’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,000
Closed -$219K – 701
2024
Q3 		$219K Buy
+24,000
New +$215K 0.01% 616

Other funds holding NCA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mission Wealth Management's NCA Position: Q4 2024 in Review

Mission Wealth Management sold out of Nuveen California Municipal Value Fund (NCA) in Q4 2024, closing a stake of 24,000 shares — an estimated $219K sold.

Mission Wealth Management first reported a position in NCA in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 61 funds tracked by Wall St. Rank hold NCA as of Q4 2024.

  • Mission Wealth Management reported no remaining Nuveen California Municipal Value Fund position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 24,000 Nuveen California Municipal Value Fund shares in Q4 2024, an estimated $219K.
  • Mission Wealth Management first reported a position in Nuveen California Municipal Value Fund in Q3 2024 and held it in 1 quarter.
  • Mission Wealth Management's Nuveen California Municipal Value Fund position peaked at $219K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.