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

Smith Salley 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
2024
Q1 		– Sell
-46,002
Closed -$496K – 247
2023
Q4 		$496K Buy
+46,002
New +$458K 0.03% 180

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Matisse Capital
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Logan Stone Capital
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Morgan Stanley
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smith Salley Wealth Management's NPV Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of Nuveen Virginia Quality Municipal Income Fund (NPV) in Q1 2024, closing a stake of 46,002 shares — an estimated $496K sold.

Smith Salley Wealth Management first reported a position in NPV in Q4 2023 and held it in 1 quarter. The position peaked at $496K in Q4 2023. 46 funds tracked by Wall St. Rank hold NPV as of Q1 2024.

  • Smith Salley Wealth Management reported no remaining Nuveen Virginia Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 46,002 Nuveen Virginia Quality Municipal Income Fund shares in Q1 2024, an estimated $496K.
  • Smith Salley Wealth Management first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Smith Salley Wealth Management's Nuveen Virginia Quality Municipal Income Fund position peaked at $496K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.