DAS
DSM

Dynamic Advisor Solutions’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Dynamic Advisor Solutions’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
2023
Q4 		– Sell
-12,506
Closed -$62.2K – 910
2023
Q3 		$62.2K Hold
12,506
– – ﹤0.01% 823
2023
Q2 		$71.3K Hold
12,506
– – ﹤0.01% 780
2023
Q1 		$75.2K Hold
12,506
– – ﹤0.01% 732
2022
Q4 		$72.3K Hold
12,506
– – ﹤0.01% 702
2022
Q3 		$71K Hold
12,506
– – 0.01% 663
2022
Q2 		$78K Sell
12,506
-2,000
-14% -$13K 0.01% 684
2022
Q1 		$103K Buy
14,506
+2,000
+16% +$14.9K 0.01% 705
2021
Q4 		$104K Hold
12,506
– – 0.01% 704
2021
Q3 		$100K Hold
12,506
– – 0.01% 725
2021
Q2 		$103K Hold
12,506
– – 0.01% 708
2021
Q1 		$98K Sell
12,506
-30,368
-71% -$238K 0.01% 645
2020
Q4 		$337K Buy
42,874
+1,356
+3% +$10.2K 0.03% 464
2020
Q3 		$303K Hold
41,518
– – 0.03% 428
2020
Q2 		$301K Hold
41,518
– – 0.04% 385
2020
Q1 		$298K Hold
41,518
– – 0.05% 335
2019
Q4 		$332K Hold
41,518
– – 0.05% 391
2019
Q3 		$349K Buy
41,518
+7,282
+21% +$60.6K 0.05% 346
2019
Q2 		$271K Hold
34,236
– – 0.04% 380
2019
Q1 		$265K Hold
34,236
– – 0.05% 323
2018
Q4 		$252K Sell
34,236
-3,100
-8% -$21.8K 0.05% 313
2018
Q3 		$274K Hold
37,336
– – 0.06% 324
2018
Q2 		$282K Buy
37,336
+4,100
+12% +$31K 0.06% 306
2018
Q1 		$253K Buy
+33,236
New +$262K 0.06% 288

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Dynamic Advisor Solutions's DSM Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2023, closing a stake of 12,506 shares — an estimated $62.2K sold.

Dynamic Advisor Solutions first reported a position in DSM in Q1 2018 and held it in 23 quarters. The position peaked at $349K in Q3 2019. 95 funds tracked by Wall St. Rank hold DSM as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,506 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2023, an estimated $62.2K.
  • Dynamic Advisor Solutions first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2018 and held it in 23 quarters.
  • Dynamic Advisor Solutions's BNY Mellon Strategic Municipal Bond Fund position peaked at $349K in Q3 2019.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.