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Western Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Western Wealth Management’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,950
Closed -$274K – 822
2022
Q1 		$274K Buy
+17,950
New +$271K 0.01% 700

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CA
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DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Western Wealth Management's JRI Position: Q2 2022 in Review

Western Wealth Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2022, closing a stake of 17,950 shares — an estimated $274K sold.

Western Wealth Management first reported a position in JRI in Q1 2022 and held it in 1 quarter. The position peaked at $274K in Q1 2022. 79 funds tracked by Wall St. Rank hold JRI as of Q2 2022.

  • Western Wealth Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Western Wealth Management sold 17,950 Nuveen Real Asset Income & Growth Fund shares in Q2 2022, an estimated $274K.
  • Western Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2022 and held it in 1 quarter.
  • Western Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $274K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.