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Sound View Wealth Advisors Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sound View Wealth Advisors Group’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,770
Closed -$79.6K – 383
2023
Q4 		$79.6K Buy
+11,770
New +$74.9K 0.01% 381
2023
Q1 		– Sell
-11,770
Closed -$79.6K – 390
2022
Q4 		$79.6K Buy
+11,770
New +$85.4K 0.01% 381

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Sound View Wealth Advisors Group's JPC Position: Q1 2024 in Review

Sound View Wealth Advisors Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2024, closing a stake of 11,770 shares — an estimated $79.6K sold.

Sound View Wealth Advisors Group first reported a position in JPC in Q4 2022 and held it in 2 quarters. The position peaked at $79.6K in Q4 2023. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.

  • Sound View Wealth Advisors Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 11,770 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $79.6K.
  • Sound View Wealth Advisors Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's Nuveen Preferred & Income Opportunities Fund position peaked at $79.6K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2024, filed 9 May 2024.