Atlas Wealth’s BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. DCF Stock Holding History

Atlas Wealth’s Portfolio DCF Stock Details DCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-307,369	Closed	-$2.71M	–	160
2024 Q2	$2.71M	Buy	+307,369	New	+$2.65M	0.32%	64
2023 Q4	–	Sell	-210,760	Closed	-$1.64M	–	150
2023 Q3	$1.64M	Buy	210,760 +45,794	+28%	+$354K	0.31%	57
2023 Q2	$1.26M	Sell	164,966 -78,128	-32%	-$594K	0.23%	68
2023 Q1	$1.84M	Buy	243,094 +67,527	+38%	+$509K	0.36%	58
2022 Q4	$1.24M	Buy	+175,567	New	+$1.26M	0.33%	48

Other funds holding DCF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BHPW

Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Atlas Wealth's DCF Position: Q3 2024 in Review

Atlas Wealth sold out of BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. (DCF) in Q3 2024, closing a stake of 307,369 shares — an estimated $2.71M sold.

Atlas Wealth first reported a position in DCF in Q4 2022 and held it in 5 quarters. The position peaked at $2.71M in Q2 2024. 27 funds tracked by Wall St. Rank hold DCF as of Q3 2024.

Atlas Wealth reported no remaining BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position as of Q3 2024 after selling out during the quarter.
Atlas Wealth sold 307,369 BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. shares in Q3 2024, an estimated $2.71M.
Atlas Wealth first reported a position in BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. in Q4 2022 and held it in 5 quarters.
Atlas Wealth's BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position peaked at $2.71M in Q2 2024.
27 funds tracked by Wall St. Rank held BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.