Patriot Financial Group Insurance Agency’s Nuveen Municipal Value Fund NUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,000
Closed -$10K 2183
2021
Q4
$10K Hold
1,000
﹤0.01% 1492
2021
Q3
$11K Hold
1,000
﹤0.01% 1444
2021
Q2
$12K Hold
1,000
﹤0.01% 1377
2021
Q1
$11K Hold
1,000
﹤0.01% 1327
2020
Q4
$11K Buy
+1,000
New +$10.9K ﹤0.01% 1189

Other funds holding NUV

Patriot Financial Group Insurance Agency's NUV Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Municipal Value Fund (NUV) in Q1 2022, closing a stake of 1,000 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in NUV in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q2 2021. 231 funds tracked by Wall St. Rank hold NUV as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,000 Nuveen Municipal Value Fund shares in Q1 2022, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Municipal Value Fund in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen Municipal Value Fund position peaked at $12K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.