Ridgecrest Wealth Partners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Ridgecrest Wealth Partners’s Portfolio JPS Stock Details JPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$61.7K	–	105
2023 Q3	$61.7K	Hold	10,000	–	–	0.04%	94
2023 Q2	$63.8K	Hold	10,000	–	–	0.04%	100
2023 Q1	$64.6K	Hold	10,000	–	–	0.05%	95
2022 Q4	$68K	Hold	10,000	–	–	0.05%	93
2022 Q3	$66K	Hold	10,000	–	–	0.05%	95
2022 Q2	$73K	Hold	10,000	–	–	0.05%	103
2022 Q1	$84K	Hold	10,000	–	–	0.05%	105
2021 Q4	$97K	Buy	+10,000	New	+$96.4K	0.05%	118

Other funds holding JPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ridgecrest Wealth Partners's JPS Position: Q4 2023 in Review

Ridgecrest Wealth Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 10,000 shares — an estimated $61.7K sold.

Ridgecrest Wealth Partners first reported a position in JPS in Q4 2021 and held it in 8 quarters. The position peaked at $97K in Q4 2021. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

Ridgecrest Wealth Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
Ridgecrest Wealth Partners sold 10,000 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $61.7K.
Ridgecrest Wealth Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 8 quarters.
Ridgecrest Wealth Partners's Nuveen Preferred & Income Securities Fund position peaked at $97K in Q4 2021.
5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2023, filed 9 Jan 2024.