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WMG Financial Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

WMG Financial Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,191
Closed -$139K – 184
2024
Q3 		$139K Sell
11,191
-1
-0% -$12 0.06% 166
2024
Q2 		$131K Buy
+11,192
New +$126K 0.07% 147

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WMG Financial Advisors's NAD Position: Q4 2024 in Review

WMG Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 11,191 shares — an estimated $139K sold.

WMG Financial Advisors first reported a position in NAD in Q2 2024 and held it in 2 quarters. The position peaked at $139K in Q3 2024. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

  • WMG Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 11,191 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $139K.
  • WMG Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2024 and held it in 2 quarters.
  • WMG Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $139K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on WMG Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.