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TrinityPoint Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

TrinityPoint Wealth’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,999
Closed -$111K – 300
2023
Q3 		$111K Hold
11,999
– – 0.02% 283
2023
Q2 		$127K Hold
11,999
– – 0.02% 274
2023
Q1 		$130K Hold
11,999
– – 0.03% 266
2022
Q4 		$124K Hold
11,999
– – 0.03% 271
2022
Q3 		$123K Hold
11,999
– – 0.03% 271
2022
Q2 		$140K Hold
11,999
– – 0.03% 269
2022
Q1 		$156K Hold
11,999
– – 0.03% 303
2021
Q4 		$181K Hold
11,999
– – 0.03% 300
2021
Q3 		$177K Hold
11,999
– – 0.03% 298
2021
Q2 		$185K Hold
11,999
– – 0.04% 257
2021
Q1 		$173K Hold
11,999
– – 0.04% 236
2020
Q4 		$172K Buy
11,999
+1,941
+19% +$26.5K 0.04% 225
2020
Q3 		$136K Hold
10,058
– – 0.04% 211
2020
Q2 		$133K Hold
10,058
– – 0.04% 202
2020
Q1 		$125K Sell
10,058
-4,500
-31% -$62.3K 0.05% 187
2019
Q4 		$207K Hold
14,558
– – 0.07% 201
2019
Q3 		$207K Hold
14,558
– – 0.07% 201
2019
Q2 		$205K Hold
14,558
– – 0.1% 165
2019
Q1 		$197K Hold
14,558
– – 0.1% 174
2018
Q4 		$169K Buy
+14,558
New +$172K 0.1% 162

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TrinityPoint Wealth's NMZ Position: Q4 2023 in Review

TrinityPoint Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2023, closing a stake of 11,999 shares — an estimated $111K sold.

TrinityPoint Wealth first reported a position in NMZ in Q4 2018 and held it in 20 quarters. The position peaked at $207K in Q4 2019. 132 funds tracked by Wall St. Rank hold NMZ as of Q4 2023.

  • TrinityPoint Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 11,999 Nuveen Municipal High Income Opportunity Fund shares in Q4 2023, an estimated $111K.
  • TrinityPoint Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2018 and held it in 20 quarters.
  • TrinityPoint Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $207K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2023.

Based on TrinityPoint Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.