NewEdge Advisors’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

NewEdge Advisors’s Portfolio NRK Stock Details NRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,100	Closed	-$127K	–	4066
2024 Q4	$127K	Buy	+12,100	New	+$132K	﹤0.01%	2213
2024 Q1	–	Sell	-12,900	Closed	-$136K	–	3925
2023 Q4	$136K	Buy	12,900 +1,100	+9%	+$10.7K	﹤0.01%	1844
2023 Q3	$112K	Hold	11,800	–	–	﹤0.01%	1795
2023 Q2	$122K	Sell	11,800 -600	-5%	-$6.21K	﹤0.01%	1787
2023 Q1	$128K	Sell	12,400 -600	-5%	-$6.33K	﹤0.01%	1677
2022 Q4	$133K	Hold	13,000	–	–	﹤0.01%	1329
2022 Q3	$128K	Buy	13,000 +600	+5%	+$6.59K	﹤0.01%	1422
2022 Q2	$137K	Buy	12,400 +500	+4%	+$5.61K	﹤0.01%	1448
2022 Q1	$144K	Sell	11,900 -1,200	-9%	-$15.3K	﹤0.01%	1054
2021 Q4	$181K	Buy	+13,100	New	+$180K	﹤0.01%	1534

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

RCM

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

NewEdge Advisors's NRK Position: Q1 2025 in Review

NewEdge Advisors sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q1 2025, closing a stake of 12,100 shares — an estimated $127K sold.

NewEdge Advisors first reported a position in NRK in Q4 2021 and held it in 10 quarters. The position peaked at $181K in Q4 2021. 87 funds tracked by Wall St. Rank hold NRK as of Q1 2025.

NewEdge Advisors reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 12,100 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $127K.
NewEdge Advisors first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 10 quarters.
NewEdge Advisors's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $181K in Q4 2021.
87 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.