SEC 13F Intelligence

Slatestone Wealth, LLC / XNEAX

Slatestone Wealth, LLC’s Nuveen Amt Free Qlty Mun Inc Position

Does Slatestone Wealth, LLC own Nuveen Amt Free Qlty Mun Inc (XNEAX)? Not currently — the last reported position was 481.2K shares worth $7M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2021
Shares
481.2K
% of Portfolio
+1.76%
Quarters Held
5
position exited

Position History XNEAX

Reported value by quarter
Q1 ’20: $5MQ1 ’20Q2 ’20: $6MQ2 ’20Q3 ’20: $6MQ3 ’20Q4 ’20: $7MQ4 ’20Q1 ’21: $7MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021481.2K$7M+1.76%
Q4 2020444.5K$7M+1.67%
Q3 2020418.5K$6M+1.30%
Q2 2020398.8K$6M+1.24%
Q1 2020352.9K$5M+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Slatestone Wealth, LLC’s full portfolio or all institutional holders of XNEAX.