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WQ
Wealth Quarterback’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
Wealth Quarterback’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
Q4
–
Sell
-11,690
Closed
-$113K
–
123
2023
Q3
$113K
Buy
11,690
+113
+1%
+$1.19K
0.1%
106
2023
Q2
$127K
Buy
11,577
+111
+1%
+$1.21K
0.09%
118
2023
Q1
$128K
Buy
11,466
+71
+0.6%
+$793
0.11%
114
2022
Q4
$130K
Buy
11,395
+194
+2%
+$2.12K
0.11%
114
2022
Q3
$119K
Buy
11,201
+145
+1%
+$1.74K
0.13%
99
2022
Q2
$130K
Buy
+11,056
New
+$135K
0.1%
114
2021
Q3
$162K
Buy
10,660
+118
+1%
+$1.86K
0.11%
123
2021
Q2
$166K
Buy
+10,542
New
+$160K
0.1%
129
2020
Q4
$156K
Sell
10,338
-402
-4%
-$5.86K
0.13%
104
2020
Q3
$149K
Hold
10,740
–
–
0.14%
109
2020
Q2
$149K
Buy
10,740
+129
+1%
+$1.74K
0.14%
109
2020
Q1
$144K
Buy
10,611
+77
+0.7%
+$1.1K
0.13%
130
2019
Q4
$151K
Buy
+10,534
New
+$150K
0.13%
128
Other funds holding NEA
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
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
BI
Bramshill Investments
Naples, Florida
$1.16B AUM
0.86%
1-Year Est. Return
SCM
Saba Capital Management
New York
$3.12B AUM
13%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
LSC
Logan Stone Capital
Chicago, Illinois
$360M AUM
9.71%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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