BDO Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

BDO Wealth Advisors’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
2022 Q4	–	Sell	-4,064	Closed	-$23K	–	1029
2022 Q3	$23K	Hold	4,064	–	–	﹤0.01%	541
2022 Q2	$25K	Hold	4,064	–	–	﹤0.01%	522
2022 Q1	$29K	Sell	4,064 -7,777	-66%	-$57.9K	﹤0.01%	526
2021 Q4	$99K	Hold	11,841	–	–	0.01%	351
2021 Q3	$94K	Buy	+11,841	New	+$98.8K	0.01%	361
2021 Q2	–	Sell	-11,841	Closed	-$95.9K	–	375
2021 Q1	$93K	Buy	+11,841	New	+$92.7K	0.01%	363

Other funds holding DSM

HWAM

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

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

SIA

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

LSC

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

RCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's DSM Position: Q4 2022 in Review

BDO Wealth Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2022, closing a stake of 4,064 shares — an estimated $23K sold.

BDO Wealth Advisors first reported a position in DSM in Q1 2021 and held it in 6 quarters. The position peaked at $99K in Q4 2021. 86 funds tracked by Wall St. Rank hold DSM as of Q4 2022.

BDO Wealth Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 4,064 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2022, an estimated $23K.
BDO Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2021 and held it in 6 quarters.
BDO Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $99K in Q4 2021.
86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.