OneDigital Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

OneDigital Investment Advisors’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	-13,566	Closed	-$101K	–	1450
2024 Q2	$101K	Buy	13,566 +19	+0.1%	+$136	﹤0.01%	1325
2024 Q1	$97.4K	Buy	13,547 +11	+0.1%	+$78	﹤0.01%	1058
2023 Q4	$91.5K	Buy	+13,536	New	+$86.1K	﹤0.01%	1077

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

OneDigital Investment Advisors's JPC Position: Q3 2024 in Review

OneDigital Investment Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2024, closing a stake of 13,566 shares — an estimated $101K sold.

OneDigital Investment Advisors first reported a position in JPC in Q4 2023 and held it in 3 quarters. The position peaked at $101K in Q2 2024. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

OneDigital Investment Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 13,566 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $101K.
OneDigital Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
OneDigital Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $101K in Q2 2024.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on OneDigital Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.