A detailed history of Blue Zone Wealth Advisors, LLC transactions in Nuveen California Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 99,907 shares of NKX stock, worth $1.26 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
99,907
Previous 146,396 31.76%
Holding current value
$1.26 Million
Previous $1.83 Million 25.72%
% of portfolio
0.45%
Previous 0.67%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$12.58 - $14.06 $584,831 - $653,635
-46,489 Reduced 31.76%
99,907 $1.36 Million
Q2 2024

Jul 12, 2024

SELL
$11.4 - $12.51 $532,414 - $584,254
-46,703 Reduced 24.19%
146,396 $1.83 Million
Q1 2024

Apr 17, 2024

SELL
$11.24 - $12.15 $17,129 - $18,516
-1,524 Reduced 0.78%
193,099 $2.35 Million
Q4 2023

Jan 09, 2024

SELL
$9.8 - $11.57 $41,532 - $49,033
-4,238 Reduced 2.13%
194,623 $2.25 Million
Q3 2023

Oct 13, 2023

BUY
$10.26 - $11.6 $39,306 - $44,439
3,831 Added 1.96%
198,861 $2.04 Million
Q2 2023

Jul 24, 2023

BUY
$10.99 - $11.74 $100,547 - $107,409
9,149 Added 4.92%
195,030 $2.25 Million
Q1 2023

Apr 20, 2023

BUY
$11.4 - $12.9 $27,656 - $31,295
2,426 Added 1.32%
185,881 $2.16 Million
Q4 2022

Jan 27, 2023

BUY
$10.83 - $12.33 $8,176 - $9,309
755 Added 0.41%
183,455 $0
Q3 2022

Oct 14, 2022

SELL
$11.81 - $14.19 $3,094 - $3,717
-262 Reduced 0.14%
182,700 $2.16 Million
Q2 2022

Jul 13, 2022

BUY
$12.12 - $14.0 $2.22 Million - $2.56 Million
182,962 New
182,962 $2.36 Million

Others Institutions Holding NKX

About NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND


  • Ticker NKX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen California AMT-Free Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of California, United States. The fund primarily invests in undervalued municipal secu...
More about NKX
Track This Portfolio

Track Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.