AW
DSM

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

ACG Wealth’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
2022
Q3 		– Sell
-2,600
Closed -$16K – 425
2022
Q2 		$16K Buy
+2,600
New +$16.9K ﹤0.01% 612

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

ACG Wealth's DSM Position: Q3 2022 in Review

ACG Wealth sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2022, closing a stake of 2,600 shares — an estimated $16K sold.

ACG Wealth first reported a position in DSM in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 82 funds tracked by Wall St. Rank hold DSM as of Q3 2022.

  • ACG Wealth reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2,600 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2022, an estimated $16K.
  • ACG Wealth first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's BNY Mellon Strategic Municipal Bond Fund position peaked at $16K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.