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Selective Wealth Management’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Selective Wealth Management’s Portfolio NPV Stock Details NPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,834
Closed -$23K – 519
2022
Q3 		$23K Buy
+1,834
New +$24.6K 0.01% 405

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UBS Group
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Truist Financial
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CSPIA
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RIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
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Selective Wealth Management's NPV Position: Q4 2022 in Review

Selective Wealth Management sold out of Nuveen Virginia Quality Municipal Income Fund (NPV) in Q4 2022, closing a stake of 1,834 shares — an estimated $23K sold.

Selective Wealth Management first reported a position in NPV in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 41 funds tracked by Wall St. Rank hold NPV as of Q4 2022.

  • Selective Wealth Management reported no remaining Nuveen Virginia Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,834 Nuveen Virginia Quality Municipal Income Fund shares in Q4 2022, an estimated $23K.
  • Selective Wealth Management first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Nuveen Virginia Quality Municipal Income Fund position peaked at $23K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.