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 $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

HWAM

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BZWA

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

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Running Point Capital Advisors's NKX Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2023, closing a stake of 39,728 shares — an estimated $489K sold.

Running Point Capital Advisors first reported a position in NKX in Q1 2022 and held it in 4 quarters. The position peaked at $489K in Q4 2022. 69 funds tracked by Wall St. Rank hold NKX as of Q1 2023.

Running Point Capital Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 39,728 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $489K.
Running Point Capital Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $489K in Q4 2022.
69 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.