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Perfromance Wealth Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Perfromance Wealth Partners’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,147
Closed -$214K – 191
2023
Q1 		$214K Sell
18,147
-5,000
-22% -$60.1K 0.01% 169
2022
Q4 		$281K Sell
23,147
-23,348
-50% -$274K 0.02% 129
2022
Q3 		$543K Buy
+46,495
New +$633K 0.03% 95

Other funds holding NVG

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SIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perfromance Wealth Partners's NVG Position: Q2 2023 in Review

Perfromance Wealth Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 18,147 shares — an estimated $214K sold.

Perfromance Wealth Partners first reported a position in NVG in Q3 2022 and held it in 3 quarters. The position peaked at $543K in Q3 2022. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

  • Perfromance Wealth Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 18,147 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $214K.
  • Perfromance Wealth Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2022 and held it in 3 quarters.
  • Perfromance Wealth Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $543K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on Perfromance Wealth Partners's 13F filing for Q2 2023, filed 13 Jul 2023.