Ameriprise
DSM

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

Ameriprise’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
2026
Q1 		$140K Buy
23,291
+32
+0.1% +$195 ﹤0.01% 3928
2025
Q4 		$144K Buy
23,259
+4,775
+26% +$28.6K ﹤0.01% 3967
2025
Q3 		$109K Sell
18,484
-43,906
-70% -$249K ﹤0.01% 3973
2025
Q2 		$349K Sell
62,390
-511
-0.8% -$2.87K ﹤0.01% 3647
2025
Q1 		$363K Sell
62,901
-3,326
-5% -$19.6K ﹤0.01% 3616
2024
Q4 		$385K Sell
66,227
-584
-0.9% -$3.53K ﹤0.01% 3621
2024
Q3 		$416K Sell
66,811
-153
-0.2% -$928 ﹤0.01% 3549
2024
Q2 		$398K Sell
66,964
-10,146
-13% -$58.1K ﹤0.01% 3497
2024
Q1 		$452K Sell
77,110
-52,199
-40% -$301K ﹤0.01% 3450
2023
Q4 		$738K Sell
129,309
-4,296
-3% -$22.4K ﹤0.01% 3304
2023
Q3 		$664K Sell
133,605
-36,337
-21% -$199K ﹤0.01% 3307
2023
Q2 		$969K Sell
169,942
-38,713
-19% -$221K ﹤0.01% 3188
2023
Q1 		$1.27M Sell
208,655
-101,166
-33% -$592K ﹤0.01% 3054
2022
Q4 		$1.79M Sell
309,821
-653,210
-68% -$3.69M ﹤0.01% 2860
2022
Q3 		$5.45M Buy
963,031
+234,083
+32% +$1.49M ﹤0.01% 2153
2022
Q2 		$4.53M Buy
728,948
+444,856
+157% +$2.89M ﹤0.01% 2356
2022
Q1 		$2.01M Buy
284,092
+3,951
+1% +$29.4K ﹤0.01% 2912
2021
Q4 		$2.34M Sell
280,141
-123
-0% -$1.01K ﹤0.01% 2886
2021
Q3 		$2.24M Sell
280,264
-3,020
-1% -$25.2K ﹤0.01% 2834
2021
Q2 		$2.34M Buy
283,284
+8,763
+3% +$71K ﹤0.01% 2859
2021
Q1 		$2.15M Buy
274,521
+8,986
+3% +$70.3K ﹤0.01% 2829
2020
Q4 		$2.09M Sell
265,535
-10,650
-4% -$80.1K ﹤0.01% 2778
2020
Q3 		$2.01M Buy
276,185
+1,096
+0.4% +$8.21K ﹤0.01% 2664
2020
Q2 		$1.99M Sell
275,089
-62,934
-19% -$445K ﹤0.01% 2609
2020
Q1 		$2.42M Buy
338,023
+75,799
+29% +$589K ﹤0.01% 2379
2019
Q4 		$2.11M Buy
262,224
+2,341
+0.9% +$19.5K ﹤0.01% 2710
2019
Q3 		$2.19M Buy
259,883
+26,269
+11% +$219K ﹤0.01% 2655
2019
Q2 		$1.85M Buy
233,614
+13,645
+6% +$107K ﹤0.01% 2798
2019
Q1 		$1.7M Buy
219,969
+17,614
+9% +$132K ﹤0.01% 2813
2018
Q4 		$1.41M Sell
202,355
-101,863
-33% -$716K ﹤0.01% 2790
2018
Q3 		$33.8M Buy
304,218
+79,587
+35% +$599K 0.01% 953
2018
Q2 		$1.7M Sell
224,631
-3,435
-2% -$25.9K ﹤0.01% 2796
2018
Q1 		$1.74M Buy
228,066
+33,484
+17% +$264K ﹤0.01% 2742
2017
Q4 		$1.66M Buy
194,582
+397
+0.2% +$3.36K ﹤0.01% 2748
2017
Q3 		$1.65M Buy
194,185
+24,189
+14% +$209K ﹤0.01% 2708
2017
Q2 		$1.4M Buy
169,996
+55,260
+48% +$467K ﹤0.01% 2776
2017
Q1 		$798K Buy
114,736
+97,643
+571% +$808K ﹤0.01% 3000
2016
Q4 		$137K Buy
17,093
+5,181
+43% +$42.8K ﹤0.01% 3735
2016
Q3 		$106K Buy
11,912
+692
+6% +$6.2K ﹤0.01% 3651
2016
Q2 		$102K Buy
+11,220
New +$98.3K ﹤0.01% 3628
2016
Q1 		– Sell
-10,735
Closed -$87K – 3774
2015
Q4 		$87K Buy
10,735
+600
+6% +$4.76K ﹤0.01% 3754
2015
Q3 		$79K Hold
10,135
– – ﹤0.01% 3746
2015
Q2 		$78K Buy
+10,135
New +$80.1K ﹤0.01% 3936
2014
Q4 		– Sell
-4,201
Closed -$34K – 3862
2014
Q3 		$34K Hold
4,201
– – ﹤0.01% 4187
2014
Q2 		$35K Buy
+4,201
New +$33.9K ﹤0.01% 4059

Other funds holding DSM

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return