Carson Wealth (CWM LLC)
DSM

Carson Wealth (CWM LLC)’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q1 		– Sell
-28
Closed – – 4115
2022
Q4 		$0 Hold
28
– – ﹤0.01% 4028
2022
Q3 		$0 Hold
28
– – ﹤0.01% 3966
2022
Q2 		$0 Buy
+28
New +$182 ﹤0.01% 3853
2019
Q1 		– Sell
-6,657
Closed -$46K – 3008
2018
Q4 		$46K Buy
+6,657
New +$46.8K ﹤0.01% 894

Other funds holding DSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
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
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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DSM Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2023, closing a stake of 28 shares.

Carson Wealth (CWM LLC) first reported a position in DSM in Q4 2018 and held it in 4 quarters. The position peaked at $46K in Q4 2018. 80 funds tracked by Wall St. Rank hold DSM as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 28 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2018 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s BNY Mellon Strategic Municipal Bond Fund position peaked at $46K in Q4 2018.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.