Atria Wealth Solutions’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Atria Wealth Solutions’s Portfolio DHF Stock Details DHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-136,100	Closed	-$291K	–	1954
2023 Q3	$291K	Sell	136,100 -1,100	-0.8%	-$2.43K	﹤0.01%	1432
2023 Q2	$305K	Hold	137,200	–	–	﹤0.01%	1426
2023 Q1	$299K	Buy	137,200 +40,000	+41%	+$89.7K	﹤0.01%	1417
2022 Q4	$211K	Hold	97,200	–	–	﹤0.01%	1581
2022 Q3	$205K	Hold	97,200	–	–	﹤0.01%	1538
2022 Q2	$221K	Hold	97,200	–	–	﹤0.01%	1395
2022 Q1	$270K	Buy	+97,200	New	+$279K	﹤0.01%	1377

Other funds holding DHF

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atria Wealth Solutions's DHF Position: Q4 2023 in Review

Atria Wealth Solutions sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q4 2023, closing a stake of 136,100 shares — an estimated $291K sold.

Atria Wealth Solutions first reported a position in DHF in Q1 2022 and held it in 7 quarters. The position peaked at $305K in Q2 2023. 65 funds tracked by Wall St. Rank hold DHF as of Q4 2023.

Atria Wealth Solutions reported no remaining BNY Mellon High Yield Strategies Fund position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 136,100 BNY Mellon High Yield Strategies Fund shares in Q4 2023, an estimated $291K.
Atria Wealth Solutions first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's BNY Mellon High Yield Strategies Fund position peaked at $305K in Q2 2023.
65 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.