Williams Jones Wealth Management, LLC. NXN NUVEEN N Y SELECT TAX FREE INC

Ownership history in Williams Jones Wealth Management, LLC.  ·  8 quarters on record

AI Ownership Summary

Williams Jones Wealth Management, LLC. reported NUVEEN N Y SELECT TAX FREE INC (NXN) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows NXN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams Jones Wealth Management, LLC.'s position in NUVEEN N Y SELECT TAX FREE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NXN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Williams Jones Wealth Management, LLC. held NXN — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 12,000 0% 0.00% $145K 2026-02-13
2025 Q3 UNCHANGED 12,000 0% 0.00% $144K 2025-11-14
2025 Q2 REDUCED 12,000 -2,000 -14.3% 0.00% $140K 2025-08-14
2025 Q1 REDUCED 14,000 -1,000 -6.7% 0.00% $165K 2025-05-15
2024 Q4 UNCHANGED 15,000 0% 0.00% $170K 2025-02-14
2024 Q3 UNCHANGED 15,000 0% 0.00% $183K 2024-11-14
2024 Q2 UNCHANGED 15,000 0% 0.00% $176K 2024-08-05
2024 Q1 INITIATED 15,000 0.00% $175K 2024-05-07

FAQ About Williams Jones Wealth Management, LLC. and NXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williams Jones Wealth Management, LLC. reported owning NXN?

Williams Jones Wealth Management, LLC. reported NXN across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NXN position in Williams Jones Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for NXN was 0.00% in 2024 Q1.

What is the latest reported NXN position on this page?

The most recent filing on this page is 2025 Q4, when Williams Jones Wealth Management, LLC. reported 12,000 shares, equal to 0.00% of portfolio, with an estimated market value of $145K.

What does the chart on this NXN ownership page compare?

The chart compares Williams Jones Wealth Management, LLC.'s quarterly NXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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