PCS
NXJ

Personal CFO Solutions’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Personal CFO Solutions’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,001
Closed -$241K – 481
2022
Q1 		$241K Buy
18,001
+4,957
+38% +$68.9K 0.05% 393
2021
Q4 		$201K Buy
13,044
+2,984
+30% +$45.9K 0.04% 450
2021
Q3 		$155K Buy
+10,060
New +$157K 0.03% 433

Other funds holding NXJ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal CFO Solutions's NXJ Position: Q2 2022 in Review

Personal CFO Solutions sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q2 2022, closing a stake of 18,001 shares — an estimated $241K sold.

Personal CFO Solutions first reported a position in NXJ in Q3 2021 and held it in 3 quarters. The position peaked at $241K in Q1 2022. 55 funds tracked by Wall St. Rank hold NXJ as of Q2 2022.

  • Personal CFO Solutions reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 18,001 Nuveen New Jersey Quality Municipal Income Fund shares in Q2 2022, an estimated $241K.
  • Personal CFO Solutions first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q3 2021 and held it in 3 quarters.
  • Personal CFO Solutions's Nuveen New Jersey Quality Municipal Income Fund position peaked at $241K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.