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Napa Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Napa Wealth Management’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,233
Closed -$443K – 124
2024
Q1 		$443K Hold
40,233
– – 0.23% 38
2023
Q4 		$446K Buy
+40,233
New +$410K 0.24% 70

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RCM
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MSL
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GC
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WA
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PCM
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Napa Wealth Management's NAC Position: Q2 2024 in Review

Napa Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2024, closing a stake of 40,233 shares — an estimated $443K sold.

Napa Wealth Management first reported a position in NAC in Q4 2023 and held it in 2 quarters. The position peaked at $446K in Q4 2023. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2024.

  • Napa Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 40,233 Nuveen California Quality Municipal Income Fund shares in Q2 2024, an estimated $443K.
  • Napa Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and held it in 2 quarters.
  • Napa Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $446K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2024.

Based on Napa Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.