RFN
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RDA Financial Network’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

RDA Financial Network’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,000
Closed -$111K – 234
2023
Q1 		$111K Sell
10,000
-100
-1% -$1.12K 0.05% 216
2022
Q4 		$115K Hold
10,100
– – 0.06% 208
2022
Q3 		$107K Hold
10,100
– – 0.06% 193
2022
Q2 		$119K Sell
10,100
-500
-5% -$6.09K 0.06% 206
2022
Q1 		$139K Hold
10,600
– – 0.06% 221
2021
Q4 		$165K Buy
10,600
+100
+1% +$1.52K 0.07% 212
2021
Q3 		$159K Hold
10,500
– – 0.07% 208
2021
Q2 		$165K Sell
10,500
-10
-0.1% -$152 0.07% 211
2021
Q1 		$156K Buy
+10,510
New +$156K 0.07% 217

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return