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Northwest Financial Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Northwest Financial Advisors’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
Q1 		– Sell
-8,400
Closed -$93.2K – 358
2023
Q4 		$93.2K Buy
+8,400
New +$85.5K 0.08% 150

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RCM
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LSC
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UBS Group
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GC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Northwest Financial Advisors's NAC Position: Q1 2024 in Review

Northwest Financial Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2024, closing a stake of 8,400 shares — an estimated $93.2K sold.

Northwest Financial Advisors first reported a position in NAC in Q4 2023 and held it in 1 quarter. The position peaked at $93.2K in Q4 2023. 127 funds tracked by Wall St. Rank hold NAC as of Q1 2024.

  • Northwest Financial Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 8,400 Nuveen California Quality Municipal Income Fund shares in Q1 2024, an estimated $93.2K.
  • Northwest Financial Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's Nuveen California Quality Municipal Income Fund position peaked at $93.2K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.