Truist Financial’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Truist Financial’s Portfolio NIQ Stock Details NIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,000	Closed	-$166K	–	2705
2023 Q1	$166K	Hold	13,000	–	–	﹤0.01%	2456
2022 Q4	$162K	Sell	13,000 -3,182	-20%	-$39.2K	﹤0.01%	2436
2022 Q3	$193K	Hold	16,182	–	–	﹤0.01%	2319
2022 Q2	$206K	Sell	16,182 -2,000	-11%	-$25.9K	﹤0.01%	2434
2022 Q1	$247K	Hold	18,182	–	–	﹤0.01%	2427
2021 Q4	$268K	Hold	18,182	–	–	﹤0.01%	2434
2021 Q3	$267K	Sell	18,182 -3,000	-14%	-$44.8K	﹤0.01%	2418
2021 Q2	$318K	Buy	21,182 +16	+0.1%	+$236	﹤0.01%	2334
2021 Q1	$310K	Buy	21,166 +15	+0.1%	+$218	﹤0.01%	2263
2020 Q4	$312K	Buy	21,151 +32	+0.2%	+$460	﹤0.01%	2132
2020 Q3	$302K	Buy	21,119 +821	+4%	+$11.8K	﹤0.01%	2013
2020 Q2	$288K	Sell	20,298 -1,106	-5%	-$14.9K	﹤0.01%	1972
2020 Q1	$285K	Sell	21,404 -1,592	-7%	-$22.1K	﹤0.01%	1890
2019 Q4	$320K	Buy	+22,996	New	+$316K	﹤0.01%	2113

Other funds holding NIQ

HWAM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Truist Financial's NIQ Position: Q2 2023 in Review

Truist Financial sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 13,000 shares — an estimated $166K sold.

Truist Financial first reported a position in NIQ in Q4 2019 and held it in 14 quarters. The position peaked at $320K in Q4 2019. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

Truist Financial reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Truist Financial sold 13,000 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $166K.
Truist Financial first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2019 and held it in 14 quarters.
Truist Financial's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $320K in Q4 2019.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.