SEC 13F Intelligence

Hall Private Wealth Advisors / NAC

Hall Private Wealth Advisors’s Nuveen Ca Divi Adv Mun Position

Does Hall Private Wealth Advisors own Nuveen Ca Divi Adv Mun (NAC)? Yes — 232.7K shares worth $2M (+1.51% of its 13F portfolio) as of Q3 2023, up from 160.5K shares the prior filed quarter.

Position Value
$2M
Q3 2023
Shares
232.7K
% of Portfolio
+1.51%
Quarters Held
11
currently held

Position History NAC

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $1MQ3 ’21: $889,000Q3 ’21Q4 ’21: $886,000Q1 ’22: $786,000Q1 ’22Q2 ’22: $2MQ3 ’22: $3MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023232.7K$2M+1.51%
Q2 2023160.5K$2M+0.95%
Q1 2023160.5K$2M+0.92%
Q4 2022157.0K$2M+0.99%
Q3 2022245.4K$3M+1.55%
Q2 2022196.4K$2M+1.36%
Q1 202259.9K$786,000+0.42%
Q4 202156.7K$886,000+0.55%
Q3 202156.7K$889,000+0.57%
Q2 202170.7K$1M+0.73%
Q1 2021115.2K$2M+1.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of NAC.