Oliver Lagore Vanvalin Investment Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$46.4K	Buy	+4,144	New	+$44.9K	0.02%	256
2024 Q4	$46.7K	Buy	+4,144	New	+$48.2K	0.01%	256
2023 Q1	–	Sell	-3,538	Closed	-$40.2K	–	723
2022 Q4	$40.2K	Buy	+3,538	New	+$38.6K	0.02%	200

Other funds holding NEA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's NEA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025: 4,144 shares worth $46.4K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NEA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NEA in Q4 2022 and has held it in 3 quarters since. The position peaked at $46.7K in Q4 2024. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 4,144 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $46.4K as of Q2 2025.
Nuveen AMT-Free Quality Municipal Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #256 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and has held it in 3 quarters since.
Oliver Lagore Vanvalin Investment Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $46.7K in Q4 2024.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.