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
WP
Wealthspan Partners’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
Wealthspan Partners’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
2025
Q4
–
Sell
-13,482
Closed
-$154K
–
126
2025
Q3
$154K
Hold
13,482
–
–
0.06%
120
2025
Q2
$147K
Hold
13,482
–
–
0.06%
116
2025
Q1
$151K
Hold
13,482
–
–
0.07%
109
2024
Q4
$152K
Hold
13,482
–
–
0.07%
107
2024
Q3
$161K
Hold
13,482
–
–
0.08%
105
2024
Q2
$155K
Buy
+13,482
New
+$148K
0.09%
101
Other funds holding NEA
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BI
Bramshill Investments
Naples, Florida
$1.16B AUM
0.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.9B AUM
27.3%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
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