Silicon Valley Capital Partners’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Silicon Valley Capital Partners’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
2023 Q4	–	Sell	-399	Closed	-$4.31K	–	374
2023 Q3	$4.09K	Buy	399 +5	+1%	+$56	﹤0.01%	248
2023 Q2	$4.55K	Buy	394 +4	+1%	+$45	﹤0.01%	249
2023 Q1	$4.54K	Buy	390 +3	+0.8%	+$36	﹤0.01%	195
2022 Q4	$4.76K	Buy	+387	New	+$4.51K	﹤0.01%	159

Other funds holding NKX

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Silicon Valley Capital Partners's NKX Position: Q4 2023 in Review

Silicon Valley Capital Partners sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2023, closing a stake of 399 shares — an estimated $4.31K sold.

Silicon Valley Capital Partners first reported a position in NKX in Q4 2022 and held it in 4 quarters. The position peaked at $4.76K in Q4 2022. 67 funds tracked by Wall St. Rank hold NKX as of Q4 2023.

Silicon Valley Capital Partners reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Silicon Valley Capital Partners sold 399 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $4.31K.
Silicon Valley Capital Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 4 quarters.
Silicon Valley Capital Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $4.76K in Q4 2022.
67 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Silicon Valley Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.