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Synergy Asset Management’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Synergy Asset Management’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,200
Closed -$14.2K – 575
2024
Q4 		$14.2K Buy
+1,200
New +$13.5K ﹤0.01% 408

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PCM
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

Synergy Asset Management sold out of Nuveen Core Plus Impact Fund (NPCT) in Q1 2025, closing a stake of 1,200 shares — an estimated $14.2K sold.

Synergy Asset Management first reported a position in NPCT in Q4 2024 and held it in 1 quarter. The position peaked at $14.2K in Q4 2024. 50 funds tracked by Wall St. Rank hold NPCT as of Q1 2025.

  • Synergy Asset Management reported no remaining Nuveen Core Plus Impact Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,200 Nuveen Core Plus Impact Fund shares in Q1 2025, an estimated $14.2K.
  • Synergy Asset Management first reported a position in Nuveen Core Plus Impact Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Nuveen Core Plus Impact Fund position peaked at $14.2K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2025.

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