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Valley Wealth Managers’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Valley Wealth Managers’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
2023
Q1 		– Sell
-822
Closed -$9.35K – 376
2022
Q4 		$9.35K Hold
822
– – ﹤0.01% 299
2022
Q3 		$9K Hold
822
– – ﹤0.01% 324
2022
Q2 		$10K Buy
+822
New +$10K ﹤0.01% 329

Other funds holding NEA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Valley Wealth Managers's NEA Position: Q1 2023 in Review

Valley Wealth Managers sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2023, closing a stake of 822 shares — an estimated $9.35K sold.

Valley Wealth Managers first reported a position in NEA in Q2 2022 and held it in 3 quarters. The position peaked at $10K in Q2 2022. 291 funds tracked by Wall St. Rank hold NEA as of Q1 2023.

  • Valley Wealth Managers reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 822 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $9.35K.
  • Valley Wealth Managers first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2022 and held it in 3 quarters.
  • Valley Wealth Managers's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $10K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Valley Wealth Managers's 13F filing for Q1 2023, filed 3 May 2023.