Ridgewood Investments’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Ridgewood Investments’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-18,659	Closed	-$240K	–	184
2022 Q2	$240K	Hold	18,659	–	–	0.19%	153
2022 Q1	$253K	Sell	18,659 -8,000	-30%	-$115K	0.17%	160
2021 Q4	$422K	Hold	26,659	–	–	0.27%	120
2021 Q3	$437K	Hold	26,659	–	–	0.3%	111
2021 Q2	$435K	Hold	26,659	–	–	0.28%	121
2021 Q1	$412K	Buy	+26,659	New	+$411K	0.25%	125

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Ridgewood Investments's NKX Position: Q3 2022 in Review

Ridgewood Investments sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2022, closing a stake of 18,659 shares — an estimated $240K sold.

Ridgewood Investments first reported a position in NKX in Q1 2021 and held it in 6 quarters. The position peaked at $437K in Q3 2021. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

Ridgewood Investments reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Ridgewood Investments sold 18,659 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $240K.
Ridgewood Investments first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 6 quarters.
Ridgewood Investments's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $437K in Q3 2021.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Ridgewood Investments's 13F filing for Q3 2022, filed 13 Oct 2022.