AAS
LEO

Avantax Advisory Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-22,402
Closed -$185K – 1166
2020
Q3 		$185K Buy
+22,402
New +$185K ﹤0.01% 1238

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Avantax Advisory Services's LEO Position: Q4 2020 in Review

Avantax Advisory Services sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2020, closing a stake of 22,402 shares — an estimated $185K sold.

Avantax Advisory Services first reported a position in LEO in Q3 2020 and held it in 1 quarter. The position peaked at $185K in Q3 2020. 75 funds tracked by Wall St. Rank hold LEO as of Q4 2020.

  • Avantax Advisory Services reported no remaining BNY Mellon Strategic Municipals position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 22,402 BNY Mellon Strategic Municipals shares in Q4 2020, an estimated $185K.
  • Avantax Advisory Services first reported a position in BNY Mellon Strategic Municipals in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's BNY Mellon Strategic Municipals position peaked at $185K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.