One Wealth Management Investment & Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-47,965	Closed	-$358K	–	91
2024 Q2	$358K	Hold	47,965	–	–	0.14%	78
2024 Q1	$345K	Hold	47,965	–	–	0.14%	84
2023 Q4	$324K	Buy	+47,965	New	+$305K	0.14%	89

Other funds holding JPC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's JPC Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2024, closing a stake of 47,965 shares — an estimated $358K sold.

One Wealth Management Investment & Advisory Services first reported a position in JPC in Q4 2023 and held it in 3 quarters. The position peaked at $358K in Q2 2024. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 47,965 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $358K.
One Wealth Management Investment & Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
One Wealth Management Investment & Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $358K in Q2 2024.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.