AAS
DSM

Ameritas Advisory Services’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Ameritas Advisory Services’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
-1,691
Closed -$9.84K – 1048
2023
Q1 		$9.84K Buy
+1,691
New +$9.89K ﹤0.01% 1897

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HWAM
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UBS Group
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SIA
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WP
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LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Ameritas Advisory Services's DSM Position: Q2 2023 in Review

Ameritas Advisory Services sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2023, closing a stake of 1,691 shares — an estimated $9.84K sold.

Ameritas Advisory Services first reported a position in DSM in Q1 2023 and held it in 1 quarter. The position peaked at $9.84K in Q1 2023. 87 funds tracked by Wall St. Rank hold DSM as of Q2 2023.

  • Ameritas Advisory Services reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,691 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2023, an estimated $9.84K.
  • Ameritas Advisory Services first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's BNY Mellon Strategic Municipal Bond Fund position peaked at $9.84K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.