Sequoia Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sequoia Financial Advisors’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,071	Closed	-$105K	–	1382
2024 Q3	$105K	Buy	+13,071	New	+$101K	﹤0.01%	1224
2020 Q1	–	Sell	-11,877	Closed	-$124K	–	385
2019 Q4	$124K	Buy	11,877 +1,197	+11%	+$12.2K	0.01%	372
2019 Q3	$107K	Hold	10,680	–	–	0.01%	348
2019 Q2	$106K	Hold	10,680	–	–	0.01%	365
2019 Q1	$102K	Buy	+10,680	New	+$98.3K	0.01%	356

Other funds holding JPC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Sequoia Financial Advisors's JPC Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 13,071 shares — an estimated $105K sold.

Sequoia Financial Advisors first reported a position in JPC in Q1 2019 and held it in 5 quarters. The position peaked at $124K in Q4 2019. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

Sequoia Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 13,071 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $105K.
Sequoia Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and held it in 5 quarters.
Sequoia Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $124K in Q4 2019.
297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.