CA
DSM

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

Cetera 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
Q4 		– Sell
-16,120
Closed -$91K – 1630
2022
Q3 		$91K Buy
16,120
+1,273
+9% +$8.09K ﹤0.01% 1213
2022
Q2 		$92K Sell
14,847
-3,099
-17% -$20.1K ﹤0.01% 1307
2022
Q1 		$127K Hold
17,946
– – ﹤0.01% 1341
2021
Q4 		$150K Buy
+17,946
New +$147K ﹤0.01% 1364

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Advisors's DSM Position: Q4 2022 in Review

Cetera Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2022, closing a stake of 16,120 shares — an estimated $91K sold.

Cetera Advisors first reported a position in DSM in Q4 2021 and held it in 4 quarters. The position peaked at $150K in Q4 2021. 86 funds tracked by Wall St. Rank hold DSM as of Q4 2022.

  • Cetera Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Cetera Advisors sold 16,120 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2022, an estimated $91K.
  • Cetera Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and held it in 4 quarters.
  • Cetera Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $150K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2022.

Based on Cetera Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.