CAN
DSM

Cetera Advisor Networks’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Cetera Advisor Networks’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
Q1 		$238K Sell
40,644
-688
-2% -$3.96K ﹤0.01% 2466
2023
Q4 		$236K Sell
41,332
-2,625
-6% -$13.7K ﹤0.01% 2413
2023
Q3 		$218K Sell
43,957
-169
-0.4% -$928 ﹤0.01% 2367
2023
Q2 		$252K Buy
44,126
+9,262
+27% +$53K ﹤0.01% 2203
2023
Q1 		$210K Sell
34,864
-6,526
-16% -$38.2K ﹤0.01% 2293
2022
Q4 		$239K Buy
+41,390
New +$234K ﹤0.01% 2151
2020
Q3 		– Sell
-1,000
Closed -$7K – 1664
2020
Q2 		$7K Buy
+1,000
New +$7.07K ﹤0.01% 2848

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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 $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Cetera Advisor Networks's DSM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 1.7% in Q1 2024, selling an estimated $3.96K and leaving 40,644 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Cetera Advisor Networks first reported a position in DSM in Q2 2020 and has held it in 7 quarters since. The position peaked at $252K in Q2 2023. 92 funds tracked by Wall St. Rank hold DSM as of Q1 2024.

  • Cetera Advisor Networks held 40,644 shares of BNY Mellon Strategic Municipal Bond Fund worth $238K as of Q1 2024.
  • Cetera Advisor Networks sold 688 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2024, an estimated $3.96K.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2466 holding.
  • Cetera Advisor Networks first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2020 and has held it in 7 quarters since.
  • Cetera Advisor Networks's BNY Mellon Strategic Municipal Bond Fund position peaked at $252K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.