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Perfromance Wealth Partners’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Perfromance Wealth Partners’s Portfolio JQC Stock Details JQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,098
Closed -$81.6K – 196
2024
Q3 		$81.6K Buy
+14,098
New +$80.3K ﹤0.01% 190

Other funds holding JQC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Perfromance Wealth Partners's JQC Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2024, closing a stake of 14,098 shares — an estimated $81.6K sold.

Perfromance Wealth Partners first reported a position in JQC in Q3 2024 and held it in 1 quarter. The position peaked at $81.6K in Q3 2024. 151 funds tracked by Wall St. Rank hold JQC as of Q4 2024.

  • Perfromance Wealth Partners reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 14,098 Nuveen Credit Strategies Income Fund shares in Q4 2024, an estimated $81.6K.
  • Perfromance Wealth Partners first reported a position in Nuveen Credit Strategies Income Fund in Q3 2024 and held it in 1 quarter.
  • Perfromance Wealth Partners's Nuveen Credit Strategies Income Fund position peaked at $81.6K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.