TCWA
NBH

Turtle Creek Wealth Advisors’s Neuberger Municipal Fund Inc NBH Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,067
Closed -$21.4K – 588
2023
Q4 		$21.4K Buy
+2,067
New +$19.8K 0.01% 402

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SIA
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RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Turtle Creek Wealth Advisors's NBH Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Neuberger Municipal Fund Inc (NBH) in Q1 2024, closing a stake of 2,067 shares — an estimated $21.4K sold.

Turtle Creek Wealth Advisors first reported a position in NBH in Q4 2023 and held it in 1 quarter. The position peaked at $21.4K in Q4 2023. 86 funds tracked by Wall St. Rank hold NBH as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Neuberger Municipal Fund Inc position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 2,067 Neuberger Municipal Fund Inc shares in Q1 2024, an estimated $21.4K.
  • Turtle Creek Wealth Advisors first reported a position in Neuberger Municipal Fund Inc in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Neuberger Municipal Fund Inc position peaked at $21.4K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Neuberger Municipal Fund Inc as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.