Orion Capital Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Orion Capital Management’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,000	Closed	-$14K	–	433
2022 Q1	$14K	Hold	1,000	–	–	0.01%	311
2021 Q4	$16K	Hold	1,000	–	–	0.01%	277
2021 Q3	$16K	Hold	1,000	–	–	0.01%	262
2021 Q2	$16K	Hold	1,000	–	–	0.01%	242
2021 Q1	$15K	Hold	1,000	–	–	0.01%	235
2020 Q4	$16K	Buy	+1,000	New	+$15.4K	0.01%	225

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Orion Capital Management's NKX Position: Q2 2022 in Review

Orion Capital Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 1,000 shares — an estimated $14K sold.

Orion Capital Management first reported a position in NKX in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

Orion Capital Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Orion Capital Management sold 1,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $14K.
Orion Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2020 and held it in 6 quarters.
Orion Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $16K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Orion Capital Management's 13F filing for Q2 2022, filed 22 Jul 2022.