SWA
JRI icon

SOA Wealth Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

SOA Wealth Advisors’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-197
Closed -$2K – 920
2021
Q1 		$2K Buy
+197
New +$2.77K ﹤0.01% 714

Other funds holding JRI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SOA Wealth Advisors's JRI Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2021, closing a stake of 197 shares — an estimated $2K sold.

SOA Wealth Advisors first reported a position in JRI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 74 funds tracked by Wall St. Rank hold JRI as of Q2 2021.

  • SOA Wealth Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 197 Nuveen Real Asset Income & Growth Fund shares in Q2 2021, an estimated $2K.
  • SOA Wealth Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2021 and held it in 1 quarter.
  • SOA Wealth Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $2K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.