Baird Financial Group’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-89,440
| Closed | -$911K | – | 1837 |
|
|
2024
Q3 | $911K | Buy |
89,440
+1,156
| +1% | +$11.6K | ﹤0.01% | 1203 |
|
|
2024
Q2 | $870K | Sell |
88,284
-234
| -0.3% | -$2.25K | ﹤0.01% | 1215 |
|
|
2024
Q1 | $791K | Buy |
88,518
+3,228
| +4% | +$28.4K | ﹤0.01% | 1230 |
|
|
2023
Q4 | $738K | Buy |
85,290
+14,325
| +20% | +$114K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $534K | Sell |
70,965
-5,698
| -7% | -$46.8K | ﹤0.01% | 1311 |
|
|
2023
Q2 | $650K | Sell |
76,663
-263
| -0.3% | -$2.2K | ﹤0.01% | 1249 |
|
|
2023
Q1 | $652K | Buy |
76,926
+2,625
| +4% | +$22.3K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $607K | Buy |
74,301
+24,862
| +50% | +$199K | ﹤0.01% | 1219 |
|
|
2022
Q3 | $391K | Sell |
49,439
-1,018
| -2% | -$9.26K | ﹤0.01% | 1365 |
|
|
2022
Q2 | $460K | Sell |
50,457
-1,656
| -3% | -$15.6K | ﹤0.01% | 1377 |
|
|
2022
Q1 | $539K | Buy |
52,113
+6,971
| +15% | +$76.8K | ﹤0.01% | 1372 |
|
|
2021
Q4 | $549K | Buy |
45,142
+3,834
| +9% | +$47.3K | ﹤0.01% | 1436 |
|
|
2021
Q3 | $508K | Buy |
41,308
+7,376
| +22% | +$93.1K | ﹤0.01% | 1459 |
|
|
2021
Q2 | $427K | Buy |
33,932
+20,032
| +144% | +$244K | ﹤0.01% | 1454 |
|
|
2021
Q1 | $164K | Sell |
13,900
-1
| -0% | -$12 | ﹤0.01% | 1656 |
|
|
2020
Q4 | $158K | Buy |
13,901
+1
| +0% | +$11 | ﹤0.01% | 1529 |
|
|
2020
Q3 | $151K | Buy |
13,900
+400
| +3% | +$4.38K | ﹤0.01% | 1432 |
|
|
2020
Q2 | $142K | Buy |
13,500
+3,299
| +32% | +$33.6K | ﹤0.01% | 1459 |
|
|
2020
Q1 | $105K | Buy |
+10,201
| New | +$119K | ﹤0.01% | 1378 |
|
Baird Financial Group's KSM Position: Q4 2024 in Review
Baird Financial Group sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 89,440 shares — an estimated $911K sold.
Baird Financial Group first reported a position in KSM in Q1 2020 and held it in 19 quarters. The position peaked at $911K in Q3 2024. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.
- Baird Financial Group reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
- Baird Financial Group sold 89,440 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $911K.
- Baird Financial Group first reported a position in DWS Strategic Municipal Income Trust in Q1 2020 and held it in 19 quarters.
- Baird Financial Group's DWS Strategic Municipal Income Trust position peaked at $911K in Q3 2024.
- 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.
Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.