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Synergy Asset Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Synergy Asset Management’s Portfolio JQC Stock Details JQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-741
Closed -$4.29K – 490
2024
Q4 		$4.29K Buy
+741
New +$4.28K ﹤0.01% 594

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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Synergy Asset Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2025, closing a stake of 741 shares — an estimated $4.29K sold.

Synergy Asset Management first reported a position in JQC in Q4 2024 and held it in 1 quarter. The position peaked at $4.29K in Q4 2024. 157 funds tracked by Wall St. Rank hold JQC as of Q1 2025.

  • Synergy Asset Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 741 Nuveen Credit Strategies Income Fund shares in Q1 2025, an estimated $4.29K.
  • Synergy Asset Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Nuveen Credit Strategies Income Fund position peaked at $4.29K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2025.

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