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Simplicity Wealth’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Simplicity Wealth’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,048
Closed -$131K – 968
2024
Q2 		$131K Buy
+12,048
New +$126K ﹤0.01% 1158

Other funds holding NPCT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Wealth's NPCT Position: Q3 2024 in Review

Simplicity Wealth sold out of Nuveen Core Plus Impact Fund (NPCT) in Q3 2024, closing a stake of 12,048 shares — an estimated $131K sold.

Simplicity Wealth first reported a position in NPCT in Q2 2024 and held it in 1 quarter. The position peaked at $131K in Q2 2024. 38 funds tracked by Wall St. Rank hold NPCT as of Q3 2024.

  • Simplicity Wealth reported no remaining Nuveen Core Plus Impact Fund position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 12,048 Nuveen Core Plus Impact Fund shares in Q3 2024, an estimated $131K.
  • Simplicity Wealth first reported a position in Nuveen Core Plus Impact Fund in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Nuveen Core Plus Impact Fund position peaked at $131K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.