WJWM
NXJ

Williams Jones Wealth Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Williams Jones Wealth Management’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,271
Closed -$147K – 526
2024
Q3 		$147K Buy
+11,271
New +$143K ﹤0.01% 507

Other funds holding NXJ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Williams Jones Wealth Management's NXJ Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q4 2024, closing a stake of 11,271 shares — an estimated $147K sold.

Williams Jones Wealth Management first reported a position in NXJ in Q3 2024 and held it in 1 quarter. The position peaked at $147K in Q3 2024. 63 funds tracked by Wall St. Rank hold NXJ as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 11,271 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2024, an estimated $147K.
  • Williams Jones Wealth Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q3 2024 and held it in 1 quarter.
  • Williams Jones Wealth Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $147K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.