Fidelity Investments
DSM

Fidelity Investments’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Fidelity Investments’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
2025
Q1 		– Sell
-1
Closed -$6 – 5387
2024
Q4 		$6 Buy
+1
New +$6 ﹤0.01% 5476
2023
Q1 		– Sell
-1
Closed -$6 – 5340
2022
Q4 		$6 Buy
+1
New +$6 ﹤0.01% 5280
2022
Q2 		– Sell
-2
Closed – – 5014
2022
Q1 		$0 Buy
+2
New +$15 ﹤0.01% 5054

Other funds holding DSM

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's DSM Position: Q1 2025 in Review

Fidelity Investments sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2025, closing a stake of 1 share — an estimated $6 sold.

Fidelity Investments first reported a position in DSM in Q1 2022 and held it in 3 quarters. The position peaked at $6 in Q4 2024. 96 funds tracked by Wall St. Rank hold DSM as of Q1 2025.

  • Fidelity Investments reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 BNY Mellon Strategic Municipal Bond Fund share in Q1 2025, an estimated $6.
  • Fidelity Investments first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2022 and held it in 3 quarters.
  • Fidelity Investments's BNY Mellon Strategic Municipal Bond Fund position peaked at $6 in Q4 2024.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.