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Peak Asset Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Peak Asset Management’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,550
Closed -$143K – 142
2023
Q3 		$143K Buy
+14,550
New +$151K 0.03% 132

Other funds holding NDMO

Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Peak Asset Management's NDMO Position: Q4 2023 in Review

Peak Asset Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2023, closing a stake of 14,550 shares — an estimated $143K sold.

Peak Asset Management first reported a position in NDMO in Q3 2023 and held it in 1 quarter. The position peaked at $143K in Q3 2023. 56 funds tracked by Wall St. Rank hold NDMO as of Q4 2023.

  • Peak Asset Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Peak Asset Management sold 14,550 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2023, an estimated $143K.
  • Peak Asset Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • Peak Asset Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $143K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2023.

Based on Peak Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.