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SeaCrest Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-3,083
Closed -$40K – 1182
2022
Q2 		$40K Buy
+3,083
New +$40.3K 0.01% 1215

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HWAM
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AAM
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LCM
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MIAN
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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

SeaCrest Wealth Management's NKX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2022, closing a stake of 3,083 shares — an estimated $40K sold.

SeaCrest Wealth Management first reported a position in NKX in Q2 2022 and held it in 1 quarter. The position peaked at $40K in Q2 2022. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,083 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $40K.
  • SeaCrest Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $40K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.