AWM
DMF

Avior Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History

Avior Wealth Management’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,295
Closed -$37.6K – 1155
2024
Q4 		$37.6K Sell
5,295
-2,055
-28% -$14.9K ﹤0.01% 1234
2024
Q3 		$53.7K Sell
7,350
-6,552
-47% -$47.7K ﹤0.01% 1091
2024
Q2 		$100K Buy
13,902
+398
+3% +$2.71K ﹤0.01% 860
2024
Q1 		$92.2K Buy
13,504
+7,048
+109% +$46.7K ﹤0.01% 998
2023
Q4 		$42K Buy
6,456
+49
+0.8% +$293 ﹤0.01% 760
2023
Q3 		$36.3K Buy
6,407
+46
+0.7% +$284 ﹤0.01% 830
2023
Q2 		$40K Buy
6,361
+45
+0.7% +$283 ﹤0.01% 813
2023
Q1 		$41K Buy
6,316
+62
+1% +$397 ﹤0.01% 824
2022
Q4 		$39.2K Buy
6,254
+762
+14% +$4.71K ﹤0.01% 660
2022
Q3 		$33K Buy
5,492
+64
+1% +$434 ﹤0.01% 665
2022
Q2 		$36K Buy
5,428
+264
+5% +$1.83K ﹤0.01% 616
2022
Q1 		$39K Buy
5,164
+53
+1% +$424 ﹤0.01% 630
2021
Q4 		$44K Buy
+5,111
New +$45.8K ﹤0.01% 602

Other funds holding DMF

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Avior Wealth Management's DMF Position: Q1 2025 in Review

Avior Wealth Management sold out of BNY Mellon Municipal Income (DMF) in Q1 2025, closing a stake of 5,295 shares — an estimated $37.6K sold.

Avior Wealth Management first reported a position in DMF in Q4 2021 and held it in 13 quarters. The position peaked at $100K in Q2 2024. 38 funds tracked by Wall St. Rank hold DMF as of Q1 2025.

  • Avior Wealth Management reported no remaining BNY Mellon Municipal Income position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,295 BNY Mellon Municipal Income shares in Q1 2025, an estimated $37.6K.
  • Avior Wealth Management first reported a position in BNY Mellon Municipal Income in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's BNY Mellon Municipal Income position peaked at $100K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.