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

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

Wealthcare Advisory Partners's NEA Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q4 2024, closing a stake of 11,040 shares — an estimated $132K sold.

Wealthcare Advisory Partners first reported a position in NEA in Q2 2018 and held it in 18 quarters. The position peaked at $196K in Q2 2021. 323 funds tracked by Wall St. Rank hold NEA as of Q4 2024.

Wealthcare Advisory Partners reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 11,040 Nuveen AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $132K.
Wealthcare Advisory Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 18 quarters.
Wealthcare Advisory Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $196K in Q2 2021.
323 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.