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Spire Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Spire Wealth Management’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
2024
Q2 		– Sell
-1,135
Closed -$13.5K – 2310
2024
Q1 		$13.5K Hold
1,135
– – ﹤0.01% 1628
2023
Q4 		$13.2K Hold
1,135
– – ﹤0.01% 1667
2023
Q3 		$12.1K Hold
1,135
– – ﹤0.01% 1673
2023
Q2 		$13K Hold
1,135
– – ﹤0.01% 1730
2023
Q1 		$13.3K Hold
1,135
– – ﹤0.01% 1761
2022
Q4 		$13K Hold
1,135
– – ﹤0.01% 1522
2022
Q3 		$13K Hold
1,135
– – ﹤0.01% 1485
2022
Q2 		$15K Hold
1,135
– – ﹤0.01% 1775
2022
Q1 		$17K Hold
1,135
– – ﹤0.01% 1874
2021
Q4 		$18K Sell
1,135
-1,135
-50% -$17.6K ﹤0.01% 2157
2021
Q3 		$35K Hold
2,270
– – ﹤0.01% 1626
2021
Q2 		$36K Hold
2,270
– – ﹤0.01% 1630
2021
Q1 		$33K Buy
+2,270
New +$31.9K ﹤0.01% 1935

Other funds holding JRI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Spire Wealth Management's JRI Position: Q2 2024 in Review

Spire Wealth Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2024, closing a stake of 1,135 shares — an estimated $13.5K sold.

Spire Wealth Management first reported a position in JRI in Q1 2021 and held it in 13 quarters. The position peaked at $36K in Q2 2021. 72 funds tracked by Wall St. Rank hold JRI as of Q2 2024.

  • Spire Wealth Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,135 Nuveen Real Asset Income & Growth Fund shares in Q2 2024, an estimated $13.5K.
  • Spire Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $36K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.