Accel Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Accel Wealth Management’s Portfolio DSM Stock Details DSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,038	Closed	-$24.3K	–	349
2023 Q1	$24.3K	Hold	4,038	–	–	0.01%	654
2022 Q4	$23.3K	Hold	4,038	–	–	0.01%	509
2022 Q3	$23K	Hold	4,038	–	–	0.01%	518
2022 Q2	$26K	Hold	4,038	–	–	0.01%	475
2022 Q1	$28K	Hold	4,038	–	–	0.01%	482
2021 Q4	$34K	Hold	4,038	–	–	0.02%	453
2021 Q3	$32K	Hold	4,038	–	–	0.02%	405
2021 Q2	$33K	Hold	4,038	–	–	0.02%	419
2021 Q1	$32K	Hold	4,038	–	–	0.03%	399
2020 Q4	$32K	Buy	+4,038	New	+$30.4K	0.03%	392

Other funds holding DSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Accel Wealth Management's DSM Position: Q2 2023 in Review

Accel Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2023, closing a stake of 4,038 shares — an estimated $24.3K sold.

Accel Wealth Management first reported a position in DSM in Q4 2020 and held it in 10 quarters. The position peaked at $34K in Q4 2021. 87 funds tracked by Wall St. Rank hold DSM as of Q2 2023.

Accel Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 4,038 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2023, an estimated $24.3K.
Accel Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $34K in Q4 2021.
87 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.