CG
DMB

Clarus Group’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Clarus Group’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,539
Closed -$143K – 107
2022
Q1 		$143K Sell
11,539
-4,452
-28% -$59.1K 0.1% 106
2021
Q4 		$230K Hold
15,991
– – 0.15% 94
2021
Q3 		$249K Hold
15,991
– – 0.17% 93
2021
Q2 		$243K Sell
15,991
-5,115
-24% -$75.1K 0.18% 89
2021
Q1 		$304K Hold
21,106
– – 0.25% 69
2020
Q4 		$315K Buy
+21,106
New +$290K 0.27% 64

Other funds holding DMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarus Group's DMB Position: Q2 2022 in Review

Clarus Group sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2022, closing a stake of 11,539 shares — an estimated $143K sold.

Clarus Group first reported a position in DMB in Q4 2020 and held it in 6 quarters. The position peaked at $315K in Q4 2020. 47 funds tracked by Wall St. Rank hold DMB as of Q2 2022.

  • Clarus Group reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2022 after selling out during the quarter.
  • Clarus Group sold 11,539 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2022, an estimated $143K.
  • Clarus Group first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2020 and held it in 6 quarters.
  • Clarus Group's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $315K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2022.

Based on Clarus Group's 13F filing for Q2 2022, filed 27 Jul 2022.