TSWM
NUO

Tyler-Stone Wealth Management’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Tyler-Stone Wealth Management’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$13K Hold
1,057
– – 0.01% 521
2022
Q3 		$12K Hold
1,057
– – 0.01% 516
2022
Q2 		$13K Hold
1,057
– – 0.01% 515
2022
Q1 		$15K Hold
1,057
– – 0.01% 511
2021
Q4 		$17K Buy
+1,057
New +$17K 0.01% 516

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's NUO Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Nuveen Ohio Quality Municipal Income Fund (NUO) position steady in Q4 2022 at 1,057 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #521.

Tyler-Stone Wealth Management first reported a position in NUO in Q4 2021 and has held it in 5 quarters since. The position peaked at $17K in Q4 2021. 54 funds tracked by Wall St. Rank hold NUO as of Q4 2022.

  • Tyler-Stone Wealth Management held 1,057 shares of Nuveen Ohio Quality Municipal Income Fund worth $13K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Nuveen Ohio Quality Municipal Income Fund share count unchanged in Q4 2022.
  • Nuveen Ohio Quality Municipal Income Fund made up 0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #521 holding.
  • Tyler-Stone Wealth Management first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2021 and has held it in 5 quarters since.
  • Tyler-Stone Wealth Management's Nuveen Ohio Quality Municipal Income Fund position peaked at $17K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.