SWA
NEA icon

Strategies Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Strategies Wealth Advisors’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
2024
Q4 		– Sell
-11,663
Closed -$140K – 131
2024
Q3 		$140K Hold
11,663
– – 0.02% 96
2024
Q2 		$134K Hold
11,663
– – 0.02% 92
2024
Q1 		$129K Hold
11,663
– – 0.02% 97
2023
Q4 		$128K Buy
+11,663
New +$119K 0.02% 88

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategies Wealth Advisors's NEA Position: Q4 2024 in Review

Strategies Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 11,663 shares — an estimated $140K sold.

Strategies Wealth Advisors first reported a position in NEA in Q4 2023 and held it in 4 quarters. The position peaked at $140K in Q3 2024. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

  • Strategies Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Strategies Wealth Advisors sold 11,663 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $140K.
  • Strategies Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 4 quarters.
  • Strategies Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $140K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Strategies Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.