SWM
NXN

Spire Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Spire Wealth Management’s Portfolio NXN Stock Details NXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,750
Closed -$95K – 2848
2021
Q1 		$95K Buy
+6,750
New +$94.9K ﹤0.01% 1421

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Spire Wealth Management's NXN Position: Q2 2021 in Review

Spire Wealth Management sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q2 2021, closing a stake of 6,750 shares — an estimated $95K sold.

Spire Wealth Management first reported a position in NXN in Q1 2021 and held it in 1 quarter. The position peaked at $95K in Q1 2021. 19 funds tracked by Wall St. Rank hold NXN as of Q2 2021.

  • Spire Wealth Management reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 6,750 Nuveen New York Tax-Free Income Portfolio shares in Q2 2021, an estimated $95K.
  • Spire Wealth Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Nuveen New York Tax-Free Income Portfolio position peaked at $95K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.