AWS
LEO

Atria Wealth Solutions’s BNY Mellon Strategic Municipals LEO Stock Holding History

Atria Wealth Solutions’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-39,255
Closed -$240K – 2012
2024
Q1 		$240K Sell
39,255
-10,415
-21% -$62.3K ﹤0.01% 1707
2023
Q4 		$291K Buy
49,670
+358
+0.7% +$1.97K ﹤0.01% 1525
2023
Q3 		$264K Buy
49,312
+370
+0.8% +$2.16K ﹤0.01% 1497
2023
Q2 		$304K Buy
48,942
+37,719
+336% +$232K ﹤0.01% 1427
2023
Q1 		$70K Hold
11,223
– – ﹤0.01% 1785
2022
Q4 		$68.6K Buy
+11,223
New +$68.7K ﹤0.01% 1721

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Atria Wealth Solutions's LEO Position: Q2 2024 in Review

Atria Wealth Solutions sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2024, closing a stake of 39,255 shares — an estimated $240K sold.

Atria Wealth Solutions first reported a position in LEO in Q4 2022 and held it in 6 quarters. The position peaked at $304K in Q2 2023. 85 funds tracked by Wall St. Rank hold LEO as of Q2 2024.

  • Atria Wealth Solutions reported no remaining BNY Mellon Strategic Municipals position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 39,255 BNY Mellon Strategic Municipals shares in Q2 2024, an estimated $240K.
  • Atria Wealth Solutions first reported a position in BNY Mellon Strategic Municipals in Q4 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's BNY Mellon Strategic Municipals position peaked at $304K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.