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Northwest Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Northwest Financial Advisors’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,067
Closed -$45.7K – 390
2024
Q3 		$45.7K Buy
+5,067
New +$44.7K 0.04% 240

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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwest Financial Advisors's NUV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2024, closing a stake of 5,067 shares — an estimated $45.7K sold.

Northwest Financial Advisors first reported a position in NUV in Q3 2024 and held it in 1 quarter. The position peaked at $45.7K in Q3 2024. 243 funds tracked by Wall St. Rank hold NUV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 5,067 Nuveen Municipal Value Fund shares in Q4 2024, an estimated $45.7K.
  • Northwest Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Nuveen Municipal Value Fund position peaked at $45.7K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.