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Synergy Asset Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Synergy Asset Management’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55
Closed -$485 – 479
2024
Q4 		$485 Buy
+55
New +$492 ﹤0.01% 785

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CPC
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PCM
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GC
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CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Synergy Asset Management's JFR Position: Q1 2025 in Review

Synergy Asset Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2025, closing a stake of 55 shares — an estimated $485 sold.

Synergy Asset Management first reported a position in JFR in Q4 2024 and held it in 1 quarter. The position peaked at $485 in Q4 2024. 170 funds tracked by Wall St. Rank hold JFR as of Q1 2025.

  • Synergy Asset Management reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 55 Nuveen Floating Rate Income Fund shares in Q1 2025, an estimated $485.
  • Synergy Asset Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Nuveen Floating Rate Income Fund position peaked at $485 in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.