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Spire Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Spire Wealth Management’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,210
Closed -$107K – 2750
2021
Q4 		$107K Buy
+7,210
New +$105K ﹤0.01% 1375
2021
Q2 		– Sell
-7,746
Closed -$109K – 2832
2021
Q1 		$109K Buy
+7,746
New +$110K ﹤0.01% 1366

Other funds holding NAN

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spire Wealth Management's NAN Position: Q1 2022 in Review

Spire Wealth Management sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2022, closing a stake of 7,210 shares — an estimated $107K sold.

Spire Wealth Management first reported a position in NAN in Q1 2021 and held it in 2 quarters. The position peaked at $109K in Q1 2021. 61 funds tracked by Wall St. Rank hold NAN as of Q1 2022.

  • Spire Wealth Management reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 7,210 Nuveen New York Quality Municipal Income Fund shares in Q1 2022, an estimated $107K.
  • Spire Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $109K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.