BAM
DMB

Belpointe Asset Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Belpointe Asset Management’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-431
Closed -$5K – 1266
2023
Q1 		$5K Hold
431
– – ﹤0.01% 3017
2022
Q4 		$4.53K Buy
+431
New +$4.62K ﹤0.01% 2973

Other funds holding DMB

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Belpointe Asset Management's DMB Position: Q2 2023 in Review

Belpointe Asset Management sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2023, closing a stake of 431 shares — an estimated $5K sold.

Belpointe Asset Management first reported a position in DMB in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2023. 58 funds tracked by Wall St. Rank hold DMB as of Q2 2023.

  • Belpointe Asset Management reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 431 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2023, an estimated $5K.
  • Belpointe Asset Management first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $5K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.