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Whitebox Advisors’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Whitebox Advisors’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,133
Closed -$132K – 291
2024
Q3 		$132K Sell
11,133
-25,143
-69% -$292K ﹤0.01% 178
2024
Q2 		$405K Buy
+36,276
New +$394K 0.01% 171

Other funds holding NAZ

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Whitebox Advisors's NAZ Position: Q4 2024 in Review

Whitebox Advisors sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2024, closing a stake of 11,133 shares — an estimated $132K sold.

Whitebox Advisors first reported a position in NAZ in Q2 2024 and held it in 2 quarters. The position peaked at $405K in Q2 2024. 25 funds tracked by Wall St. Rank hold NAZ as of Q4 2024.

  • Whitebox Advisors reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Whitebox Advisors sold 11,133 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2024, an estimated $132K.
  • Whitebox Advisors first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2024 and held it in 2 quarters.
  • Whitebox Advisors's Nuveen Arizona Quality Municipal Income Fund position peaked at $405K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2024.

Based on Whitebox Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.