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WealthPLAN Partners’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

WealthPLAN Partners’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,838
Closed -$39.7K – 849
2023
Q2 		$39.7K Hold
3,838
– – 0.01% 553
2023
Q1 		$40.6K Buy
+3,838
New +$40.5K ﹤0.01% 598

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CC
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Morgan Stanley
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GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

WealthPLAN Partners's NRK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q3 2023, closing a stake of 3,838 shares — an estimated $39.7K sold.

WealthPLAN Partners first reported a position in NRK in Q1 2023 and held it in 2 quarters. The position peaked at $40.6K in Q1 2023. 98 funds tracked by Wall St. Rank hold NRK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,838 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $39.7K.
  • WealthPLAN Partners first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $40.6K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.