SignalPoint Asset Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

SignalPoint Asset Management’s Portfolio JPT Stock Details JPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,443	Closed	-$69K	–	222
2023 Q1	$69K	Sell	10,443 -227	-2%	-$4.15K	0.02%	214
2022 Q4	$78K	Buy	+10,670	New	+$190K	0.03%	212

Other funds holding JPT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignalPoint Asset Management's JPT Position: Q2 2023 in Review

SignalPoint Asset Management sold out of Nuveen Preferred and Income Fund (JPT) in Q2 2023, closing a stake of 10,443 shares — an estimated $69K sold.

SignalPoint Asset Management first reported a position in JPT in Q4 2022 and held it in 2 quarters. The position peaked at $78K in Q4 2022. 22 funds tracked by Wall St. Rank hold JPT as of Q2 2023.

SignalPoint Asset Management reported no remaining Nuveen Preferred and Income Fund position as of Q2 2023 after selling out during the quarter.
SignalPoint Asset Management sold 10,443 Nuveen Preferred and Income Fund shares in Q2 2023, an estimated $69K.
SignalPoint Asset Management first reported a position in Nuveen Preferred and Income Fund in Q4 2022 and held it in 2 quarters.
SignalPoint Asset Management's Nuveen Preferred and Income Fund position peaked at $78K in Q4 2022.
22 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q2 2023.

Based on SignalPoint Asset Management's 13F filing for Q2 2023, filed 12 Jul 2023.