Wealthspire Advisors (New York)’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio NPV Stock Details NPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-24,645	Closed	-$350K	–	513
2022 Q1	$350K	Hold	24,645	–	–	0.01%	327
2021 Q4	$419K	Hold	24,645	–	–	0.01%	352
2021 Q3	$410K	Hold	24,645	–	–	0.01%	397
2021 Q2	$408K	Hold	24,645	–	–	0.01%	249
2021 Q1	$402K	Buy	+24,645	New	+$391K	0.01%	457

Other funds holding NPV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s NPV Position: Q2 2022 in Review

Wealthspire Advisors (New York) sold out of Nuveen Virginia Quality Municipal Income Fund (NPV) in Q2 2022, closing a stake of 24,645 shares — an estimated $350K sold.

Wealthspire Advisors (New York) first reported a position in NPV in Q1 2021 and held it in 5 quarters. The position peaked at $419K in Q4 2021. 42 funds tracked by Wall St. Rank hold NPV as of Q2 2022.

Wealthspire Advisors (New York) reported no remaining Nuveen Virginia Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 24,645 Nuveen Virginia Quality Municipal Income Fund shares in Q2 2022, an estimated $350K.
Wealthspire Advisors (New York) first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q1 2021 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Nuveen Virginia Quality Municipal Income Fund position peaked at $419K in Q4 2021.
42 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q2 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2022, filed 9 Aug 2022.