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Sargent Bickham Lagudis’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Sargent Bickham Lagudis’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
Q2 		– Sell
-1,000
Closed -$14K – 1105
2022
Q1 		$14K Hold
1,000
– – ﹤0.01% 667
2021
Q4 		$16K Hold
1,000
– – ﹤0.01% 641
2021
Q3 		$16K Buy
+1,000
New +$16.4K ﹤0.01% 644

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Sargent Bickham Lagudis's NKX Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 1,000 shares — an estimated $14K sold.

Sargent Bickham Lagudis first reported a position in NKX in Q3 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

  • Sargent Bickham Lagudis reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 1,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $14K.
  • Sargent Bickham Lagudis first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2021 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $16K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.