Richard W. Paul & Associates’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Richard W. Paul & Associates’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
2025 Q1	–	Sell	-238	Closed	-$2.69K	–	453
2024 Q4	$2.69K	Hold	238	–	–	﹤0.01%	401
2024 Q3	$2.85K	Hold	238	–	–	﹤0.01%	391
2024 Q2	$2.73K	Buy	238 +159	+201%	+$1.74K	﹤0.01%	392
2024 Q1	$875	Hold	79	–	–	﹤0.01%	466
2023 Q4	$869	Hold	79	–	–	﹤0.01%	455
2023 Q3	$765	Hold	79	–	–	﹤0.01%	456
2023 Q2	$863	Hold	79	–	–	﹤0.01%	488
2023 Q1	$878	Hold	79	–	–	﹤0.01%	490
2022 Q4	$898	Buy	+79	New	+$862	﹤0.01%	480

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Richard W. Paul & Associates's NEA Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 238 shares — an estimated $2.69K sold.

Richard W. Paul & Associates first reported a position in NEA in Q4 2022 and held it in 9 quarters. The position peaked at $2.85K in Q3 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

Richard W. Paul & Associates reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 238 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $2.69K.
Richard W. Paul & Associates first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.85K in Q3 2024.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.