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Strategic Investment Solutions’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Strategic Investment Solutions’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-38,598
Closed -$421K – 1164
2023
Q3 		$421K Buy
38,598
+36,760
+2,000% +$386K 0.01% 421
2023
Q2 		$20.1K Hold
1,838
– – ﹤0.01% 462
2023
Q1 		$20.4K Buy
+1,838
New +$20.5K ﹤0.01% 533

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BI
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SCM
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SIA
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LSC
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VanEck Associates
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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Investment Solutions's NEA Position: Q4 2023 in Review

Strategic Investment Solutions sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2023, closing a stake of 38,598 shares — an estimated $421K sold.

Strategic Investment Solutions first reported a position in NEA in Q1 2023 and held it in 3 quarters. The position peaked at $421K in Q3 2023. 308 funds tracked by Wall St. Rank hold NEA as of Q4 2023.

  • Strategic Investment Solutions reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 38,598 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $421K.
  • Strategic Investment Solutions first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Solutions's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $421K in Q3 2023.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.