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Turtle Creek Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,000
Closed -$44K – 593
2023
Q4 		$44K Buy
+4,000
New +$40.8K 0.01% 280

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

Turtle Creek Wealth Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2024, closing a stake of 4,000 shares — an estimated $44K sold.

Turtle Creek Wealth Advisors first reported a position in NEA in Q4 2023 and held it in 1 quarter. The position peaked at $44K in Q4 2023. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 4,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $44K.
  • Turtle Creek Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $44K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2024.

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