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Onyx Bridge Wealth Group’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Onyx Bridge Wealth Group’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,856
Closed -$114K – 274
2023
Q4 		$114K Sell
10,856
-196
-2% -$1.91K 0.02% 240
2023
Q3 		$104K Buy
11,052
+866
+9% +$8.69K 0.02% 223
2023
Q2 		$105K Sell
10,186
-1,166
-10% -$12.1K 0.03% 224
2023
Q1 		$120K Buy
11,352
+7
+0.1% +$74 0.05% 170
2022
Q4 		$118K Buy
11,345
+14
+0.1% +$141 0.05% 169
2022
Q3 		$112K Buy
11,331
+15
+0.1% +$165 0.05% 156
2022
Q2 		$128K Sell
11,316
-1,102
-9% -$12.4K 0.06% 149
2022
Q1 		$138K Buy
12,418
+9
+0.1% +$115 0.05% 141
2021
Q4 		$170K Hold
12,409
– – 0.06% 155
2021
Q3 		$172K Hold
12,409
– – 0.06% 142
2021
Q2 		$177K Hold
12,409
– – 0.08% 116
2021
Q1 		$169K Hold
12,409
– – 0.08% 100
2020
Q4 		$168K Buy
+12,409
New +$163K 0.11% 63

Other funds holding NRK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Onyx Bridge Wealth Group's NRK Position: Q1 2024 in Review

Onyx Bridge Wealth Group sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q1 2024, closing a stake of 10,856 shares — an estimated $114K sold.

Onyx Bridge Wealth Group first reported a position in NRK in Q4 2020 and held it in 13 quarters. The position peaked at $177K in Q2 2021. 90 funds tracked by Wall St. Rank hold NRK as of Q1 2024.

  • Onyx Bridge Wealth Group reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 10,856 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $114K.
  • Onyx Bridge Wealth Group first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 13 quarters.
  • Onyx Bridge Wealth Group's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $177K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2024, filed 29 Apr 2024.