SSC
NEA icon

Syverson Strege & Co’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-4,063
Closed -$45.2K – 416
2023
Q1 		$45.2K Buy
4,063
+7
+0.2% +$78 0.02% 129
2022
Q4 		$46.1K Buy
4,056
+21
+0.5% +$229 0.02% 131
2022
Q3 		$43K Buy
4,035
+16
+0.4% +$192 0.02% 123
2022
Q2 		$47K Buy
4,019
+15
+0.4% +$183 0.02% 131
2022
Q1 		$53K Sell
4,004
-2,473
-38% -$34.5K 0.06% 120
2021
Q4 		$101K Buy
6,477
+17
+0.3% +$259 0.07% 96
2021
Q3 		$98K Buy
6,460
+13
+0.2% +$205 0.08% 98
2021
Q2 		$101K Buy
6,447
+13
+0.2% +$198 0.09% 93
2021
Q1 		$95K Sell
6,434
-3,466
-35% -$51.3K 0.1% 90
2020
Q4 		$149K Buy
+9,900
New +$144K 0.14% 64

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return