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

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 $3.48B AUM 10.49% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthBridge Capital Management's NEA Position: Q4 2024 in Review

WealthBridge Capital Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 10,283 shares — an estimated $123K sold.

WealthBridge Capital Management first reported a position in NEA in Q4 2018 and held it in 15 quarters. The position peaked at $498K in Q4 2021. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

WealthBridge Capital Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
WealthBridge Capital Management sold 10,283 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $123K.
WealthBridge Capital Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 15 quarters.
WealthBridge Capital Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $498K in Q4 2021.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on WealthBridge Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.