SFS
NPV icon

Sowell Financial Services’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-750
Closed -$11K – 2666
2020
Q2 		$11K Buy
+750
New +$9.91K ﹤0.01% 1665

Other funds holding NPV

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return