AWG
DSM

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

Altus Wealth Group’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
2021
Q1 		– Sell
-700
Closed -$6K – 336
2020
Q4 		$6K Buy
+700
New +$5.26K 0.01% 619

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's DSM Position: Q1 2021 in Review

Altus Wealth Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2021, closing a stake of 700 shares — an estimated $6K sold.

Altus Wealth Group first reported a position in DSM in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 69 funds tracked by Wall St. Rank hold DSM as of Q1 2021.

  • Altus Wealth Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 700 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2021, an estimated $6K.
  • Altus Wealth Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $6K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.