Spire Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Spire Wealth Management’s Portfolio NUW Stock Details NUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,000	Closed	-$27K	–	2557
2022 Q4	$27K	Hold	2,000	–	–	﹤0.01%	1245
2022 Q3	$26K	Hold	2,000	–	–	﹤0.01%	1228
2022 Q2	$28K	Hold	2,000	–	–	﹤0.01%	1531
2022 Q1	$30K	Hold	2,000	–	–	﹤0.01%	1638
2021 Q4	$33K	Sell	2,000 -2,000	-50%	-$33.4K	﹤0.01%	1908
2021 Q3	$68K	Hold	4,000	–	–	﹤0.01%	1351
2021 Q2	$69K	Hold	4,000	–	–	﹤0.01%	1348
2021 Q1	$66K	Buy	+4,000	New	+$66.1K	﹤0.01%	1582

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's NUW Position: Q1 2023 in Review

Spire Wealth Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2023, closing a stake of 2,000 shares — an estimated $27K sold.

Spire Wealth Management first reported a position in NUW in Q1 2021 and held it in 8 quarters. The position peaked at $69K in Q2 2021. 41 funds tracked by Wall St. Rank hold NUW as of Q1 2023.

Spire Wealth Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 2,000 Nuveen AMT-Free Municipal Value Fund shares in Q1 2023, an estimated $27K.
Spire Wealth Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Nuveen AMT-Free Municipal Value Fund position peaked at $69K in Q2 2021.
41 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.