TriaGen Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

TriaGen Wealth Management’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-29,465	Closed	-$323K	–	179
2022 Q3	$323K	Sell	29,465 -9,926	-25%	-$121K	0.18%	113
2022 Q2	$486K	Buy	+39,391	New	+$479K	0.35%	76
2022 Q1	–	Sell	-34,026	Closed	-$532K	–	193
2021 Q4	$532K	Hold	34,026	–	–	0.26%	96
2021 Q3	$534K	Hold	34,026	–	–	0.29%	95
2021 Q2	$544K	Hold	34,026	–	–	0.28%	97
2021 Q1	$506K	Buy	34,026 +400	+1%	+$5.95K	0.29%	95
2020 Q4	$510K	Buy	+33,626	New	+$499K	0.3%	92

Other funds holding NAC

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

TriaGen Wealth Management's NAC Position: Q4 2022 in Review

TriaGen Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2022, closing a stake of 29,465 shares — an estimated $323K sold.

TriaGen Wealth Management first reported a position in NAC in Q4 2020 and held it in 7 quarters. The position peaked at $544K in Q2 2021. 117 funds tracked by Wall St. Rank hold NAC as of Q4 2022.

TriaGen Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
TriaGen Wealth Management sold 29,465 Nuveen California Quality Municipal Income Fund shares in Q4 2022, an estimated $323K.
TriaGen Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2020 and held it in 7 quarters.
TriaGen Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $544K in Q2 2021.
117 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.