Avantax Advisory Services’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Avantax Advisory Services’s Portfolio DSM Stock Details DSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,553	Closed	-$52.4K	–	1596
2023 Q3	$52.4K	Hold	10,553	–	–	﹤0.01%	1511
2023 Q2	$60.2K	Hold	10,553	–	–	﹤0.01%	1466
2023 Q1	$63.4K	Hold	10,553	–	–	﹤0.01%	1441
2022 Q4	$61K	Sell	10,553 -510	-5%	-$2.88K	﹤0.01%	1378
2022 Q3	$63K	Hold	11,063	–	–	﹤0.01%	1294
2022 Q2	$69K	Hold	11,063	–	–	﹤0.01%	1266
2022 Q1	$79K	Hold	11,063	–	–	﹤0.01%	1248
2021 Q4	$92K	Hold	11,063	–	–	﹤0.01%	1214
2021 Q3	$88K	Buy	11,063 +510	+5%	+$4.26K	﹤0.01%	1152
2021 Q2	$87K	Hold	10,553	–	–	﹤0.01%	1118
2021 Q1	$83K	Hold	10,553	–	–	﹤0.01%	1008
2020 Q4	$83K	Sell	10,553 -7,550	-42%	-$56.8K	﹤0.01%	914
2020 Q3	$132K	Buy	+18,103	New	+$136K	﹤0.01%	1278
2020 Q2	–	Sell	-10,553	Closed	-$76K	–	859
2020 Q1	$76K	Hold	10,553	–	–	﹤0.01%	768
2019 Q4	$84K	Hold	10,553	–	–	﹤0.01%	803
2019 Q3	$89K	Buy	+10,553	New	+$87.8K	﹤0.01%	555

Other funds holding DSM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

SIA

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

Avantax Advisory Services's DSM Position: Q4 2023 in Review

Avantax Advisory Services sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2023, closing a stake of 10,553 shares — an estimated $52.4K sold.

Avantax Advisory Services first reported a position in DSM in Q3 2019 and held it in 16 quarters. The position peaked at $132K in Q3 2020. 95 funds tracked by Wall St. Rank hold DSM as of Q4 2023.

Avantax Advisory Services reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 10,553 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2023, an estimated $52.4K.
Avantax Advisory Services first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2019 and held it in 16 quarters.
Avantax Advisory Services's BNY Mellon Strategic Municipal Bond Fund position peaked at $132K in Q3 2020.
95 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.