DWM
PMO icon

Drive Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Drive Wealth Management’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,300
Closed -$118K – 307
2023
Q1 		$118K Sell
11,300
-1,029
-8% -$11.8K 0.05% 274
2022
Q4 		$134K Buy
12,329
+15
+0.1% +$159 0.07% 234
2022
Q3 		$121K Buy
+12,314
New +$145K 0.12% 146

Other funds holding PMO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Drive Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2023, closing a stake of 11,300 shares — an estimated $118K sold.

Drive Wealth Management first reported a position in PMO in Q3 2022 and held it in 3 quarters. The position peaked at $134K in Q4 2022. 71 funds tracked by Wall St. Rank hold PMO as of Q2 2023.

  • Drive Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2023 after selling out during the quarter.
  • Drive Wealth Management sold 11,300 Franklin Municipal Opportunities Trust shares in Q2 2023, an estimated $118K.
  • Drive Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2022 and held it in 3 quarters.
  • Drive Wealth Management's Franklin Municipal Opportunities Trust position peaked at $134K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2023.

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