Truist Financial’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Truist Financial’s Portfolio NDMO Stock Details NDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,000	Closed	-$119K	–	2689
2023 Q4	$119K	Sell	12,000 -900	-7%	-$8.77K	﹤0.01%	2553
2023 Q3	$127K	Sell	12,900 -2,450	-16%	-$25.5K	﹤0.01%	2502
2023 Q2	$156K	Buy	15,350 +3,350	+28%	+$35.2K	﹤0.01%	2475
2023 Q1	$127K	Hold	12,000	–	–	﹤0.01%	2483
2022 Q4	$119K	Sell	12,000 -2,000	-14%	-$20.3K	﹤0.01%	2468
2022 Q3	$144K	Sell	14,000 -1,000	-7%	-$11.5K	﹤0.01%	2373
2022 Q2	$167K	Sell	15,000 -1,000	-6%	-$11.6K	﹤0.01%	2481
2022 Q1	$210K	Sell	16,000 -5,111	-24%	-$74.1K	﹤0.01%	2518
2021 Q4	$351K	Buy	21,111 +9,358	+80%	+$148K	﹤0.01%	2255
2021 Q3	$188K	Buy	+11,753	New	+$200K	﹤0.01%	2573

Other funds holding NDMO

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial's NDMO Position: Q1 2024 in Review

Truist Financial sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2024, closing a stake of 12,000 shares — an estimated $119K sold.

Truist Financial first reported a position in NDMO in Q3 2021 and held it in 10 quarters. The position peaked at $351K in Q4 2021. 57 funds tracked by Wall St. Rank hold NDMO as of Q1 2024.

Truist Financial reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Truist Financial sold 12,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2024, an estimated $119K.
Truist Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2021 and held it in 10 quarters.
Truist Financial's Nuveen Dynamic Municipal Opportunities Fund position peaked at $351K in Q4 2021.
57 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.