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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return