DWM
DHF

Doyle Wealth Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Doyle Wealth Management’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,200
Closed -$70K – 217
2022
Q1 		$70K Buy
+25,200
New +$72.3K 0.01% 246

Other funds holding DHF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Doyle Wealth Management's DHF Position: Q2 2022 in Review

Doyle Wealth Management sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q2 2022, closing a stake of 25,200 shares — an estimated $70K sold.

Doyle Wealth Management first reported a position in DHF in Q1 2022 and held it in 1 quarter. The position peaked at $70K in Q1 2022. 67 funds tracked by Wall St. Rank hold DHF as of Q2 2022.

  • Doyle Wealth Management reported no remaining BNY Mellon High Yield Strategies Fund position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 25,200 BNY Mellon High Yield Strategies Fund shares in Q2 2022, an estimated $70K.
  • Doyle Wealth Management first reported a position in BNY Mellon High Yield Strategies Fund in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's BNY Mellon High Yield Strategies Fund position peaked at $70K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.