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Palumbo Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Palumbo Wealth Management’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,562
Closed -$438K – 164
2024
Q2 		$438K Hold
31,562
– – 0.19% 85
2024
Q1 		$426K Hold
31,562
– – 0.19% 89
2023
Q4 		$430K Buy
+31,562
New +$415K 0.22% 79

Other funds holding NUW

TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Palumbo Wealth Management's NUW Position: Q3 2024 in Review

Palumbo Wealth Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2024, closing a stake of 31,562 shares — an estimated $438K sold.

Palumbo Wealth Management first reported a position in NUW in Q4 2023 and held it in 3 quarters. The position peaked at $438K in Q2 2024. 51 funds tracked by Wall St. Rank hold NUW as of Q3 2024.

  • Palumbo Wealth Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 31,562 Nuveen AMT-Free Municipal Value Fund shares in Q3 2024, an estimated $438K.
  • Palumbo Wealth Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2023 and held it in 3 quarters.
  • Palumbo Wealth Management's Nuveen AMT-Free Municipal Value Fund position peaked at $438K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2024.

Based on Palumbo Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.