Williams Jones Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Williams Jones Wealth Management’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,000	Closed	-$145K	–	530
2025 Q4	$145K	Hold	12,000	–	–	﹤0.01%	482
2025 Q3	$144K	Hold	12,000	–	–	﹤0.01%	480
2025 Q2	$140K	Sell	12,000 -2,000	-14%	-$23K	﹤0.01%	481
2025 Q1	$165K	Sell	14,000 -1,000	-7%	-$11.7K	﹤0.01%	464
2024 Q4	$170K	Hold	15,000	–	–	﹤0.01%	470
2024 Q3	$183K	Hold	15,000	–	–	﹤0.01%	501
2024 Q2	$176K	Hold	15,000	–	–	﹤0.01%	486
2024 Q1	$175K	Buy	+15,000	New	+$176K	﹤0.01%	507

Williams Jones Wealth Management's NXN Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2026, closing a stake of 12,000 shares — an estimated $145K sold.

Williams Jones Wealth Management first reported a position in NXN in Q1 2024 and held it in 8 quarters. The position peaked at $183K in Q3 2024. 0 funds tracked by Wall St. Rank hold NXN as of Q1 2026.

Williams Jones Wealth Management reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 12,000 Nuveen New York Tax-Free Income Portfolio shares in Q1 2026, an estimated $145K.
Williams Jones Wealth Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2024 and held it in 8 quarters.
Williams Jones Wealth Management's Nuveen New York Tax-Free Income Portfolio position peaked at $183K in Q3 2024.
0 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.