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Moneywise Inc’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Moneywise Inc’s Portfolio NURE Stock Details NURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,490
Closed -$393K – 54
2023
Q3 		$393K Sell
14,490
-1,312
-8% -$38.6K 0.25% 35
2023
Q2 		$481K Sell
15,802
-1,408
-8% -$42.2K 0.3% 32
2023
Q1 		$512K Buy
17,210
+2,280
+15% +$68.9K 0.33% 30
2022
Q4 		$424K Buy
14,930
+2,013
+16% +$59.4K 0.32% 30
2022
Q3 		$384K Buy
+12,917
New +$433K 0.31% 32

Other funds holding NURE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Moneywise Inc's NURE Position: Q4 2023 in Review

Moneywise Inc sold out of Nuveen Short-Term REIT ETF (NURE) in Q4 2023, closing a stake of 14,490 shares — an estimated $393K sold.

Moneywise Inc first reported a position in NURE in Q3 2022 and held it in 5 quarters. The position peaked at $512K in Q1 2023. 29 funds tracked by Wall St. Rank hold NURE as of Q4 2023.

  • Moneywise Inc reported no remaining Nuveen Short-Term REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Moneywise Inc sold 14,490 Nuveen Short-Term REIT ETF shares in Q4 2023, an estimated $393K.
  • Moneywise Inc first reported a position in Nuveen Short-Term REIT ETF in Q3 2022 and held it in 5 quarters.
  • Moneywise Inc's Nuveen Short-Term REIT ETF position peaked at $512K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q4 2023.

Based on Moneywise Inc's 13F filing for Q4 2023, filed 29 Jan 2024.