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Private Trust Company’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Private Trust Company’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,068
Closed -$68K – 2339
2022
Q4 		$68K Hold
6,068
– – 0.01% 857
2022
Q3 		$76K Buy
+6,068
New +$81.3K 0.01% 758

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MIM
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CA
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WAM
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LPL Financial
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1W
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BCWM
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BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Private Trust Company's NAZ Position: Q1 2023 in Review

Private Trust Company sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2023, closing a stake of 6,068 shares — an estimated $68K sold.

Private Trust Company first reported a position in NAZ in Q3 2022 and held it in 2 quarters. The position peaked at $76K in Q3 2022. 33 funds tracked by Wall St. Rank hold NAZ as of Q1 2023.

  • Private Trust Company reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Private Trust Company sold 6,068 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2023, an estimated $68K.
  • Private Trust Company first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q3 2022 and held it in 2 quarters.
  • Private Trust Company's Nuveen Arizona Quality Municipal Income Fund position peaked at $76K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.