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StoneX Group’s Nuveen New York Municipal Value Fund NNY Stock Holding History

StoneX Group’s Portfolio NNY Stock Details NNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,582
Closed -$103K – 621
2022
Q3 		$103K Buy
+12,582
New +$108K 0.02% 282

Other funds holding NNY

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

StoneX Group's NNY Position: Q4 2022 in Review

StoneX Group sold out of Nuveen New York Municipal Value Fund (NNY) in Q4 2022, closing a stake of 12,582 shares — an estimated $103K sold.

StoneX Group first reported a position in NNY in Q3 2022 and held it in 1 quarter. The position peaked at $103K in Q3 2022. 38 funds tracked by Wall St. Rank hold NNY as of Q4 2022.

  • StoneX Group reported no remaining Nuveen New York Municipal Value Fund position as of Q4 2022 after selling out during the quarter.
  • StoneX Group sold 12,582 Nuveen New York Municipal Value Fund shares in Q4 2022, an estimated $103K.
  • StoneX Group first reported a position in Nuveen New York Municipal Value Fund in Q3 2022 and held it in 1 quarter.
  • StoneX Group's Nuveen New York Municipal Value Fund position peaked at $103K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q4 2022.

Based on StoneX Group's 13F filing for Q4 2022, filed 10 Feb 2023.