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Tyler-Stone Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-1,000
Closed -$11.5K – 715
2024
Q2 		$11.5K Hold
1,000
– – ﹤0.01% 639
2024
Q1 		$11.1K Hold
1,000
– – ﹤0.01% 644
2023
Q4 		$11K Hold
1,000
– – 0.01% 615
2023
Q3 		$10K Hold
1,000
– – 0.01% 614
2023
Q2 		$11K Buy
+1,000
New +$10.9K 0.01% 593
2022
Q4 		$11K Hold
1,000
– – 0.01% 543
2022
Q3 		$11K Hold
1,000
– – 0.01% 524
2022
Q2 		$12K Hold
1,000
– – 0.01% 522
2022
Q1 		$13K Hold
1,000
– – 0.01% 530
2021
Q4 		$16K Buy
+1,000
New +$15.2K 0.01% 519

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's NEA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q3 2024, closing a stake of 1,000 shares — an estimated $11.5K sold.

Tyler-Stone Wealth Management first reported a position in NEA in Q4 2021 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 308 funds tracked by Wall St. Rank hold NEA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2024, an estimated $11.5K.
  • Tyler-Stone Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $16K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.