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Sound View Wealth Advisors Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sound View Wealth Advisors Group’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,734
Closed -$129K – 389
2023
Q4 		$129K Buy
11,734
+35
+0.3% +$357 0.01% 378
2023
Q3 		$113K Sell
11,699
-1,410
-11% -$14.8K 0.01% 358
2023
Q2 		$143K Buy
13,109
+30
+0.2% +$328 0.02% 356
2023
Q1 		$145K Buy
13,079
+1,345
+11% +$15K 0.02% 358
2022
Q4 		$129K Sell
11,734
-940
-7% -$10.3K 0.01% 378
2022
Q3 		$134K Buy
12,674
+38
+0.3% +$457 0.03% 262
2022
Q2 		$148K Buy
12,636
+38
+0.3% +$463 0.03% 277
2022
Q1 		$166K Buy
12,598
+35
+0.3% +$488 0.03% 283
2021
Q4 		$196K Buy
+12,563
New +$191K 0.04% 286
2021
Q3 		– Sell
-12,498
Closed -$196K – 294
2021
Q2 		$196K Buy
12,498
+32
+0.3% +$487 0.04% 280
2021
Q1 		$185K Buy
12,466
+33
+0.3% +$489 0.04% 263
2020
Q4 		$188K Buy
12,433
+33
+0.3% +$481 0.05% 249
2020
Q3 		$178K Buy
12,400
+32
+0.3% +$459 0.05% 240
2020
Q2 		$172K Buy
12,368
+33
+0.3% +$446 0.05% 237
2020
Q1 		$167K Buy
12,335
+30
+0.2% +$427 0.06% 208
2019
Q4 		$177K Buy
12,305
+29
+0.2% +$412 0.05% 237
2019
Q3 		$176K Buy
12,276
+30
+0.2% +$425 0.05% 237
2019
Q2 		$169K Buy
+12,246
New +$165K 0.05% 244

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sound View Wealth Advisors Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2024, closing a stake of 11,734 shares — an estimated $129K sold.

Sound View Wealth Advisors Group first reported a position in NEA in Q2 2019 and held it in 18 quarters. The position peaked at $196K in Q4 2021. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

  • Sound View Wealth Advisors Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 11,734 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $129K.
  • Sound View Wealth Advisors Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2019 and held it in 18 quarters.
  • Sound View Wealth Advisors Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $196K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

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