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
Search
Sign in
Sign up
WCM
WealthBridge Capital Management’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
WealthBridge Capital Management’s Portfolio
NEA Stock Details
NEA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-10,283
Closed
-$123K
–
208
2024
Q3
$123K
Hold
10,283
–
–
0.04%
208
2024
Q2
$118K
Hold
10,283
–
–
0.04%
185
2024
Q1
$114K
Sell
10,283
-700
-6%
-$7.68K
0.04%
190
2023
Q4
$121K
Buy
+10,983
New
+$112K
0.05%
179
2022
Q4
–
Sell
-17,421
Closed
-$205K
–
207
2022
Q3
$205K
Hold
17,421
–
–
0.09%
187
2022
Q2
$205K
Sell
17,421
-5,502
-24%
-$67K
0.09%
187
2022
Q1
$301K
Sell
22,923
-9,000
-28%
-$125K
0.11%
135
2021
Q4
$498K
Buy
31,923
+53
+0.2%
+$806
0.19%
101
2021
Q3
$484K
Buy
31,870
+7,545
+31%
+$119K
0.18%
101
2021
Q2
$382K
Buy
24,325
+2,969
+14%
+$45.2K
0.14%
110
2021
Q1
$316K
Buy
21,356
+1,047
+5%
+$15.5K
0.13%
117
2020
Q4
$307K
Buy
20,309
+4,697
+30%
+$68.5K
0.13%
110
2020
Q3
$224K
Buy
+15,612
New
+$224K
0.11%
117
2019
Q2
–
Sell
-1,721
Closed
-$23K
–
596
2019
Q1
$23K
Hold
1,721
–
–
0.01%
432
2018
Q4
$21K
Buy
+1,721
New
+$21.1K
0.02%
402
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
MSL
Mackay Shields LLC
New York
$2.73B AUM
2.13%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close