AW
KSM

Atlas Wealth’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Atlas Wealth’s Portfolio KSM Stock Details KSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,125
Closed -$288K – 157
2024
Q2 		$288K Buy
+29,125
New +$280K 0.03% 172

Other funds holding KSM

SCM
Saba Capital Management New York $3.62B AUM 13% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atlas Wealth's KSM Position: Q3 2024 in Review

Atlas Wealth sold out of DWS Strategic Municipal Income Trust (KSM) in Q3 2024, closing a stake of 29,125 shares — an estimated $288K sold.

Atlas Wealth first reported a position in KSM in Q2 2024 and held it in 1 quarter. The position peaked at $288K in Q2 2024. 36 funds tracked by Wall St. Rank hold KSM as of Q3 2024.

  • Atlas Wealth reported no remaining DWS Strategic Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 29,125 DWS Strategic Municipal Income Trust shares in Q3 2024, an estimated $288K.
  • Atlas Wealth first reported a position in DWS Strategic Municipal Income Trust in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's DWS Strategic Municipal Income Trust position peaked at $288K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q3 2024.

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