CWG
DSM

Crown Wealth Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Crown Wealth Group’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
Q2 		– Sell
-38,708
Closed -$274K – 81
2022
Q1 		$274K Sell
38,708
-45,724
-54% -$341K 0.19% 72
2021
Q4 		$705K Buy
+84,432
New +$691K 0.65% 31

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crown Wealth Group's DSM Position: Q2 2022 in Review

Crown Wealth Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2022, closing a stake of 38,708 shares — an estimated $274K sold.

Crown Wealth Group first reported a position in DSM in Q4 2021 and held it in 2 quarters. The position peaked at $705K in Q4 2021. 84 funds tracked by Wall St. Rank hold DSM as of Q2 2022.

  • Crown Wealth Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 38,708 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2022, an estimated $274K.
  • Crown Wealth Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $705K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.