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WAP
Wealthcare Advisory Partners’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
Wealthcare Advisory Partners’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
-11,040
Closed
-$132K
–
920
2024
Q3
$132K
Buy
+11,040
New
+$128K
﹤0.01%
855
2023
Q3
–
Sell
-10,501
Closed
-$115K
–
733
2023
Q2
$115K
Buy
+10,501
New
+$115K
0.01%
707
2023
Q1
–
Sell
-10,501
Closed
-$119K
–
721
2022
Q4
$119K
Hold
10,501
–
–
0.01%
679
2022
Q3
$111K
Hold
10,501
–
–
0.01%
586
2022
Q2
$123K
Sell
10,501
-2,000
-16%
-$24.4K
0.01%
546
2022
Q1
$164K
Hold
12,501
–
–
0.01%
527
2021
Q4
$195K
Hold
12,501
–
–
0.01%
550
2021
Q3
$190K
Hold
12,501
–
–
0.01%
525
2021
Q2
$196K
Buy
12,501
+3,100
+33%
+$47.2K
0.01%
531
2021
Q1
$139K
Buy
+9,401
New
+$139K
0.01%
572
2020
Q2
–
Sell
-5,401
Closed
-$73K
–
990
2020
Q1
$73K
Hold
5,401
–
–
0.01%
435
2019
Q4
$78K
Hold
5,401
–
–
0.01%
450
2019
Q3
$77K
Hold
5,401
–
–
0.01%
450
2019
Q2
$75K
Hold
5,401
–
–
0.01%
431
2019
Q1
$72K
Hold
5,401
–
–
0.01%
404
2018
Q4
$66K
Buy
5,401
+2,000
+59%
+$24.5K
0.01%
383
2018
Q3
$43K
Hold
3,401
–
–
0.01%
506
2018
Q2
$44K
Buy
+3,401
New
+$43.9K
0.01%
485
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1-Year Est. Return
SIA
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1-Year Est. Return
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1-Year Est. Return
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$564B AUM
30.12%
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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