RIA
NXJ

Realta Investment Advisors’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-21,370
Closed -$261K – 633
2024
Q2 		$261K Buy
21,370
+2,770
+15% +$33K 0.05% 333
2024
Q1 		$225K Buy
18,600
+106
+0.6% +$1.27K 0.05% 383
2023
Q4 		$218K Buy
18,494
+466
+3% +$5.12K 0.05% 387
2023
Q3 		$207K Hold
18,028
– – 0.05% 378
2023
Q2 		$207K Buy
18,028
+1,631
+10% +$18.8K 0.05% 387
2023
Q1 		$192K Sell
16,397
-12
-0.1% -$140 0.05% 395
2022
Q4 		$185K Sell
16,409
-56,051
-77% -$626K 0.05% 407
2022
Q3 		$798K Buy
72,460
+56,537
+355% +$703K 0.21% 122
2022
Q2 		$203K Buy
15,923
+3,636
+30% +$45.6K 0.05% 360
2022
Q1 		$164K Buy
+12,287
New +$171K 0.03% 408
2020
Q4 		– Sell
-50,820
Closed -$688K – 345
2020
Q3 		$688K Buy
+50,820
New +$696K 0.23% 100
2020
Q1 		– Sell
-43,360
Closed -$627K – 1029
2019
Q4 		$627K Buy
43,360
+325
+0.8% +$4.72K 0.17% 154
2019
Q3 		$622K Buy
43,035
+485
+1% +$7.01K 0.17% 138
2019
Q2 		$600K Buy
+42,550
New +$592K 0.17% 148

Other funds holding NXJ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Realta Investment Advisors's NXJ Position: Q3 2024 in Review

Realta Investment Advisors sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2024, closing a stake of 21,370 shares — an estimated $261K sold.

Realta Investment Advisors first reported a position in NXJ in Q2 2019 and held it in 14 quarters. The position peaked at $798K in Q3 2022. 62 funds tracked by Wall St. Rank hold NXJ as of Q3 2024.

  • Realta Investment Advisors reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 21,370 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2024, an estimated $261K.
  • Realta Investment Advisors first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q2 2019 and held it in 14 quarters.
  • Realta Investment Advisors's Nuveen New Jersey Quality Municipal Income Fund position peaked at $798K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.