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World Investment Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

World Investment Advisors’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,755
Closed -$131K – 396
2023
Q3 		$131K Hold
12,755
– – 0.03% 256
2023
Q2 		$148K Hold
12,755
– – 0.03% 255
2023
Q1 		$149K Sell
12,755
-400
-3% -$4.82K 0.03% 231
2022
Q4 		$162K Buy
+13,155
New +$153K 0.04% 230
2022
Q1 		– Sell
-19,345
Closed -$279K – 281
2021
Q4 		$279K Sell
19,345
-7,550
-28% -$122K 0.06% 210
2021
Q3 		$442K Buy
26,895
+5,970
+29% +$98.1K 0.1% 137
2021
Q2 		$342K Hold
20,925
– – 0.08% 172
2021
Q1 		$329K Sell
20,925
-1,820
-8% -$28K 0.08% 165
2020
Q4 		$360K Hold
22,745
– – 0.09% 146
2020
Q3 		$349K Hold
22,745
– – 0.12% 110
2020
Q2 		$360K Buy
+22,745
New +$328K 0.13% 106
2020
Q1 		– Sell
-22,745
Closed -$346K – 165
2019
Q4 		$346K Sell
22,745
-220
-1% -$3.33K 0.14% 98
2019
Q3 		$348K Hold
22,965
– – 0.15% 87
2019
Q2 		$349K Hold
22,965
– – 0.15% 79
2019
Q1 		$321K Hold
22,965
– – 0.15% 80
2018
Q4 		$307K Buy
+22,965
New +$290K 0.14% 104

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

World Investment Advisors's NKX Position: Q4 2023 in Review

World Investment Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2023, closing a stake of 12,755 shares — an estimated $131K sold.

World Investment Advisors first reported a position in NKX in Q4 2018 and held it in 16 quarters. The position peaked at $442K in Q3 2021. 67 funds tracked by Wall St. Rank hold NKX as of Q4 2023.

  • World Investment Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • World Investment Advisors sold 12,755 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $131K.
  • World Investment Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 16 quarters.
  • World Investment Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $442K in Q3 2021.
  • 67 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on World Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.