CBFP
DSM

Cedar Brook Financial Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-15,768
Closed -$92.4K – 118
2024
Q1 		$92.4K Buy
15,768
+3,468
+28% +$20K 0.02% 434
2023
Q4 		$71.1K Sell
12,300
-3,468
-22% -$18.1K 0.02% 415
2023
Q3 		$78.4K Hold
15,768
– – 0.02% 371
2023
Q2 		$89.9K Hold
15,768
– – 0.02% 396
2023
Q1 		$94.8K Hold
15,768
– – 0.02% 376
2022
Q4 		$91.1K Hold
15,768
– – 0.03% 364
2022
Q3 		$89.2K Hold
15,768
– – 0.03% 341
2022
Q2 		$98K Hold
15,768
– – 0.03% 335
2022
Q1 		$111K Hold
15,768
– – 0.03% 369
2021
Q4 		$132K Hold
15,768
– – 0.03% 371
2021
Q3 		$126K Hold
15,768
– – 0.04% 337
2021
Q2 		$130K Buy
+15,768
New +$128K 0.04% 361

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cedar Brook Financial Partners's DSM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2024, closing a stake of 15,768 shares — an estimated $92.4K sold.

Cedar Brook Financial Partners first reported a position in DSM in Q2 2021 and held it in 12 quarters. The position peaked at $132K in Q4 2021. 97 funds tracked by Wall St. Rank hold DSM as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 15,768 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2024, an estimated $92.4K.
  • Cedar Brook Financial Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $132K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.