Synergy Asset Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Synergy Asset Management’s Portfolio JRI Stock Details JRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-365	Closed	-$4.99K	–	491
2024 Q4	$4.99K	Buy	+365	New	+$4.77K	﹤0.01%	570

Other funds holding JRI

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PCM

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

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

Synergy Asset Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2025, closing a stake of 365 shares — an estimated $4.99K sold.

Synergy Asset Management first reported a position in JRI in Q4 2024 and held it in 1 quarter. The position peaked at $4.99K in Q4 2024. 69 funds tracked by Wall St. Rank hold JRI as of Q1 2025.

Synergy Asset Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 365 Nuveen Real Asset Income & Growth Fund shares in Q1 2025, an estimated $4.99K.
Synergy Asset Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Nuveen Real Asset Income & Growth Fund position peaked at $4.99K in Q4 2024.
69 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2025.

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