Drive Wealth Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Drive Wealth Management’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
2023 Q2	–	Sell	-10,700	Closed	-$124K	–	291
2023 Q1	$124K	Sell	10,700 -882	-8%	-$9.73K	0.05%	272
2022 Q4	$122K	Buy	11,582 +66	+0.6%	+$708	0.06%	236
2022 Q3	$132K	Sell	11,516 -241	-2%	-$3.21K	0.13%	145
2022 Q2	$154K	Buy	11,757 +64	+0.5%	+$768	0.14%	156
2022 Q1	$146K	Sell	11,693 -791	-6%	-$10.5K	0.12%	155
2021 Q4	$180K	Buy	+12,484	New	+$185K	0.16%	148

Other funds holding DMB

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Drive Wealth Management's DMB Position: Q2 2023 in Review

Drive Wealth Management sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2023, closing a stake of 10,700 shares — an estimated $124K sold.

Drive Wealth Management first reported a position in DMB in Q4 2021 and held it in 6 quarters. The position peaked at $180K in Q4 2021. 58 funds tracked by Wall St. Rank hold DMB as of Q2 2023.

Drive Wealth Management reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2023 after selling out during the quarter.
Drive Wealth Management sold 10,700 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2023, an estimated $124K.
Drive Wealth Management first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2021 and held it in 6 quarters.
Drive Wealth Management's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $180K in Q4 2021.
58 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2023.

Based on Drive Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.