Schechter Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Schechter Investment Advisors’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23,236	Closed	-$262K	–	671
2024 Q4	$262K	Sell	23,236 -148	-0.6%	-$1.72K	0.02%	517
2024 Q3	$280K	Hold	23,384	–	–	0.02%	510
2024 Q2	$268K	Sell	23,384 -280	-1%	-$3.06K	0.02%	495
2024 Q1	$262K	Buy	23,664 +1,580	+7%	+$17.3K	0.02%	521
2023 Q4	$243K	Hold	22,084	–	–	0.02%	509
2023 Q3	$214K	Hold	22,084	–	–	0.02%	530
2023 Q2	$241K	Hold	22,084	–	–	0.02%	541
2023 Q1	$246K	Buy	+22,084	New	+$247K	0.02%	566

Other funds holding NEA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Schechter Investment Advisors's NEA Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2025, closing a stake of 23,236 shares — an estimated $262K sold.

Schechter Investment Advisors first reported a position in NEA in Q1 2023 and held it in 8 quarters. The position peaked at $280K in Q3 2024. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

Schechter Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 23,236 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $262K.
Schechter Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 8 quarters.
Schechter Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $280K in Q3 2024.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.