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Waverly Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Waverly 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
2026
Q1 		$1.58M Sell
140,529
-32,359
-19% -$376K 0.01% 696
2025
Q4 		$2.01M Sell
172,888
-18,629
-10% -$214K 0.02% 598
2025
Q3 		$2.18M Buy
191,517
+3,909
+2% +$43K 0.02% 497
2025
Q2 		$2.05M Sell
187,608
-8,878
-5% -$96.2K 0.02% 487
2025
Q1 		$2.2M Buy
196,486
+26,144
+15% +$298K 0.03% 461
2024
Q4 		$1.92M Buy
170,342
+15,790
+10% +$184K 0.03% 393
2024
Q3 		$1.85M Sell
154,552
-7,851
-5% -$91.2K 0.03% 343
2024
Q2 		$1.86M Buy
162,403
+87,307
+116% +$956K 0.04% 327
2024
Q1 		$831K Buy
+75,096
New +$824K 0.02% 397

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return