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Sonora Investment Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Sonora Investment Management’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$69K Hold
4,385
– – 0.01% 354
2021
Q2 		$71K Buy
+4,385
New +$68.6K 0.01% 328

Other funds holding NAZ

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management's NAZ Position: Q3 2021 in Review

Sonora Investment Management held its Nuveen Arizona Quality Municipal Income Fund (NAZ) position steady in Q3 2021 at 4,385 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #354.

Sonora Investment Management first reported a position in NAZ in Q2 2021 and has held it in 2 quarters since. The position peaked at $71K in Q2 2021. 34 funds tracked by Wall St. Rank hold NAZ as of Q3 2021.

  • Sonora Investment Management held 4,385 shares of Nuveen Arizona Quality Municipal Income Fund worth $69K as of Q3 2021.
  • Sonora Investment Management left its Nuveen Arizona Quality Municipal Income Fund share count unchanged in Q3 2021.
  • Nuveen Arizona Quality Municipal Income Fund made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #354 holding.
  • Sonora Investment Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $71K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.