American Portfolios Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

American Portfolios Advisors’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	$19.5K	Buy	3,450 +450	+15%	+$2.86K	﹤0.01%	2198
2022 Q2	$18.7K	Sell	3,000 -2,000	-40%	-$13K	﹤0.01%	2264
2022 Q1	$35.4K	Hold	5,000	–	–	﹤0.01%	2059
2021 Q4	$41.8K	Hold	5,000	–	–	﹤0.01%	1948
2021 Q3	$39.9K	Hold	5,000	–	–	﹤0.01%	1897
2021 Q2	$41.1K	Hold	5,000	–	–	﹤0.01%	1821
2021 Q1	$39.1K	Hold	5,000	–	–	﹤0.01%	1714
2020 Q4	$39.4K	Hold	5,000	–	–	﹤0.01%	1515
2020 Q3	$36.5K	Hold	5,000	–	–	﹤0.01%	1448
2020 Q2	$36.2K	Hold	5,000	–	–	﹤0.01%	1408
2020 Q1	$35.9K	Sell	5,000 -2,000	-29%	-$15.6K	﹤0.01%	1308
2019 Q4	$55.9K	Buy	+7,000	New	+$58.2K	﹤0.01%	1298

Other funds holding DSM

HWAM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

American Portfolios Advisors's DSM Position: Q3 2022 in Review

American Portfolios Advisors increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 15% in Q3 2022, buying an estimated $2.86K and bringing the position to 3,450 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

American Portfolios Advisors first reported a position in DSM in Q4 2019 and has held it in 12 quarters since. The position peaked at $55.9K in Q4 2019. 82 funds tracked by Wall St. Rank hold DSM as of Q3 2022.

American Portfolios Advisors held 3,450 shares of BNY Mellon Strategic Municipal Bond Fund worth $19.5K as of Q3 2022.
American Portfolios Advisors bought 450 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2022, an estimated $2.86K.
BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2198 holding.
American Portfolios Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2019 and has held it in 12 quarters since.
American Portfolios Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $55.9K in Q4 2019.
82 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.