CA
DSM

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

Centerpoint 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
Q1 		– Sell
-126
Closed -$1K – 413
2021
Q4 		$1K Buy
+126
New +$1.03K ﹤0.01% 369

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Centerpoint Advisors's DSM Position: Q1 2022 in Review

Centerpoint Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2022, closing a stake of 126 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in DSM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 81 funds tracked by Wall St. Rank hold DSM as of Q1 2022.

  • Centerpoint Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 126 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2022, an estimated $1K.
  • Centerpoint Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $1K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2022.

Based on Centerpoint Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.