Running Point Capital Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Running Point Capital Advisors’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
2023 Q1	–	Sell	-39,728	Closed	-$489K	–	187
2022 Q4	$489K	Buy	39,728 +9,228	+30%	+$107K	0.3%	52
2022 Q3	$360K	Hold	30,500	–	–	0.24%	57
2022 Q2	$393K	Hold	30,500	–	–	0.25%	53
2022 Q1	$414K	Buy	+30,500	New	+$438K	0.24%	50

Other funds holding NKX

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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