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Trivium Point Advisory’s Nuveen Real Estate Income Fund JRS Stock Holding History

Trivium Point Advisory’s Portfolio JRS Stock Details JRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23,200
Closed -$297K – 243
2021
Q4 		$297K Buy
+23,200
New +$272K 0.06% 196

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Baird Financial Group
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LPL Financial
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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Trivium Point Advisory's JRS Position: Q1 2022 in Review

Trivium Point Advisory sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2022, closing a stake of 23,200 shares — an estimated $297K sold.

Trivium Point Advisory first reported a position in JRS in Q4 2021 and held it in 1 quarter. The position peaked at $297K in Q4 2021. 59 funds tracked by Wall St. Rank hold JRS as of Q1 2022.

  • Trivium Point Advisory reported no remaining Nuveen Real Estate Income Fund position as of Q1 2022 after selling out during the quarter.
  • Trivium Point Advisory sold 23,200 Nuveen Real Estate Income Fund shares in Q1 2022, an estimated $297K.
  • Trivium Point Advisory first reported a position in Nuveen Real Estate Income Fund in Q4 2021 and held it in 1 quarter.
  • Trivium Point Advisory's Nuveen Real Estate Income Fund position peaked at $297K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2022.

Based on Trivium Point Advisory's 13F filing for Q1 2022, filed 16 May 2022.