AWA
DMB

Arkadios Wealth Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Arkadios Wealth Advisors’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,546
Closed -$86K – 868
2021
Q3 		$86K Hold
5,546
– – 0.01% 721
2021
Q2 		$81K Buy
+5,546
New +$81.4K 0.01% 787

Other funds holding DMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Arkadios Wealth Advisors's DMB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2021, closing a stake of 5,546 shares — an estimated $86K sold.

Arkadios Wealth Advisors first reported a position in DMB in Q2 2021 and held it in 2 quarters. The position peaked at $86K in Q3 2021. 46 funds tracked by Wall St. Rank hold DMB as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,546 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2021, an estimated $86K.
  • Arkadios Wealth Advisors first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $86K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.