West Paces Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

West Paces Advisors’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 Q2	–	Sell	-1,920	Closed	-$21.3K	–	588
2024 Q1	$21.3K	Hold	1,920	–	–	0.01%	302
2023 Q4	$21.1K	Hold	1,920	–	–	0.01%	299
2023 Q3	$18.6K	Hold	1,920	–	–	0.01%	300
2023 Q2	$21K	Hold	1,920	–	–	0.01%	304
2023 Q1	$21.4K	Hold	1,920	–	–	0.01%	302
2022 Q4	$21.8K	Hold	1,920	–	–	0.01%	280
2022 Q3	$20.4K	Hold	1,920	–	–	0.01%	282
2022 Q2	$22.6K	Hold	1,920	–	–	0.01%	282
2022 Q1	$25.2K	Buy	1,920 +526	+38%	+$7.33K	0.01%	284
2021 Q4	$21.7K	Hold	1,394	–	–	0.01%	306
2021 Q3	$21.2K	Hold	1,394	–	–	0.01%	284
2021 Q2	$21.9K	Buy	+1,394	New	+$21.2K	0.01%	282

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

West Paces Advisors's NEA Position: Q2 2024 in Review

West Paces Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2024, closing a stake of 1,920 shares — an estimated $21.3K sold.

West Paces Advisors first reported a position in NEA in Q2 2021 and held it in 12 quarters. The position peaked at $25.2K in Q1 2022. 303 funds tracked by Wall St. Rank hold NEA as of Q2 2024.

West Paces Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
West Paces Advisors sold 1,920 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2024, an estimated $21.3K.
West Paces Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2021 and held it in 12 quarters.
West Paces Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $25.2K in Q1 2022.
303 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2024.

Based on West Paces Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.