Sargent Bickham Lagudis’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sargent Bickham Lagudis’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$9.28K	Hold	897	–	–	﹤0.01%	742
2022 Q3	$9K	Hold	897	–	–	﹤0.01%	708
2022 Q2	$10K	Sell	897 -1,000	-53%	-$12K	﹤0.01%	697
2022 Q1	$25K	Hold	1,897	–	–	﹤0.01%	570
2021 Q4	$29K	Hold	1,897	–	–	﹤0.01%	550
2021 Q3	$28K	Hold	1,897	–	–	﹤0.01%	560
2021 Q2	$29K	Hold	1,897	–	–	﹤0.01%	554
2021 Q1	$27K	Hold	1,897	–	–	﹤0.01%	544
2020 Q4	$27K	Buy	1,897 +1,000	+111%	+$13.7K	﹤0.01%	519
2020 Q3	$12K	Hold	897	–	–	﹤0.01%	576
2020 Q2	$12K	Hold	897	–	–	﹤0.01%	554
2020 Q1	$11K	Hold	897	–	–	﹤0.01%	544
2019 Q4	$13K	Hold	897	–	–	﹤0.01%	582
2019 Q3	$13K	Buy	+897	New	+$12.7K	﹤0.01%	535
2017 Q3	–	Sell	-897	Closed	-$12K	–	829
2017 Q2	$12K	Hold	897	–	–	﹤0.01%	547
2017 Q1	$12K	Hold	897	–	–	﹤0.01%	564
2016 Q4	$11K	Hold	897	–	–	﹤0.01%	546
2016 Q3	$13	Hold	897	–	–	﹤0.01%	534
2016 Q2	$13K	Hold	897	–	–	﹤0.01%	513
2016 Q1	$13K	Buy	+897	New	+$12.5K	﹤0.01%	538

Other funds holding NMZ

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Sargent Bickham Lagudis's NMZ Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q4 2022 at 897 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Sargent Bickham Lagudis first reported a position in NMZ in Q1 2016 and has held it in 20 quarters since. The position peaked at $29K in Q4 2021. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

Sargent Bickham Lagudis held 897 shares of Nuveen Municipal High Income Opportunity Fund worth $9.28K as of Q4 2022.
Sargent Bickham Lagudis left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q4 2022.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #742 holding.
Sargent Bickham Lagudis first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2016 and has held it in 20 quarters since.
Sargent Bickham Lagudis's Nuveen Municipal High Income Opportunity Fund position peaked at $29K in Q4 2021.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.