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

Wealth Management Solutions’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 Q3	$159K	Hold	16,376	–	–	0.11%	77
2023 Q2	$179K	Hold	16,376	–	–	0.12%	78
2023 Q1	$182K	Hold	16,376	–	–	0.1%	83
2022 Q4	$186K	Hold	16,376	–	–	0.1%	84
2022 Q3	$174K	Hold	16,376	–	–	0.1%	78
2022 Q2	$192K	Hold	16,376	–	–	0.11%	89
2022 Q1	$215K	Hold	16,376	–	–	0.11%	103
2021 Q4	$255K	Buy	+16,376	New	+$249K	0.13%	100

Other funds holding NEA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Management Solutions's NEA Position: Q3 2023 in Review

Wealth Management Solutions held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q3 2023 at 16,376 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #77.

Wealth Management Solutions first reported a position in NEA in Q4 2021 and has held it in 8 quarters since. The position peaked at $255K in Q4 2021. 283 funds tracked by Wall St. Rank hold NEA as of Q3 2023.

Wealth Management Solutions held 16,376 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $159K as of Q3 2023.
Wealth Management Solutions left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q3 2023.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.11% of Wealth Management Solutions's portfolio in Q3 2023, its #77 holding.
Wealth Management Solutions first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $255K in Q4 2021.
283 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.