CWP
KSM

Concord Wealth Partners’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Concord Wealth Partners’s Portfolio KSM Stock Details KSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,000
Closed -$17.9K – 925
2024
Q1 		$17.9K Hold
2,000
– – ﹤0.01% 501
2023
Q4 		$17.3K Hold
2,000
– – ﹤0.01% 500
2023
Q3 		$15.1K Hold
2,000
– – ﹤0.01% 555
2023
Q2 		$17K Hold
2,000
– – ﹤0.01% 528
2023
Q1 		$17K Hold
2,000
– – ﹤0.01% 513
2022
Q4 		$16.3K Buy
+2,000
New +$16K ﹤0.01% 563
2022
Q3 		– Sell
-2,000
Closed -$18K – 1237
2022
Q2 		$18K Hold
2,000
– – ﹤0.01% 569
2022
Q1 		$21K Hold
2,000
– – 0.01% 627
2021
Q4 		$24K Hold
2,000
– – 0.01% 608
2021
Q3 		$25K Hold
2,000
– – 0.01% 344
2021
Q2 		$25K Hold
2,000
– – 0.01% 465
2021
Q1 		$24K Hold
2,000
– – 0.01% 450
2020
Q4 		$23K Buy
+2,000
New +$22K 0.02% 299

Other funds holding KSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concord Wealth Partners's KSM Position: Q2 2024 in Review

Concord Wealth Partners sold out of DWS Strategic Municipal Income Trust (KSM) in Q2 2024, closing a stake of 2,000 shares — an estimated $17.9K sold.

Concord Wealth Partners first reported a position in KSM in Q4 2020 and held it in 13 quarters. The position peaked at $25K in Q3 2021. 34 funds tracked by Wall St. Rank hold KSM as of Q2 2024.

  • Concord Wealth Partners reported no remaining DWS Strategic Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 2,000 DWS Strategic Municipal Income Trust shares in Q2 2024, an estimated $17.9K.
  • Concord Wealth Partners first reported a position in DWS Strategic Municipal Income Trust in Q4 2020 and held it in 13 quarters.
  • Concord Wealth Partners's DWS Strategic Municipal Income Trust position peaked at $25K in Q3 2021.
  • 34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.