Fisher Asset Management
LEO

Fisher Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Fisher Asset Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,500
Closed -$106K – 987
2021
Q4 		$106K Buy
+12,500
New +$106K ﹤0.01% 936

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Fisher Asset Management's LEO Position: Q1 2022 in Review

Fisher Asset Management sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2022, closing a stake of 12,500 shares — an estimated $106K sold.

Fisher Asset Management first reported a position in LEO in Q4 2021 and held it in 1 quarter. The position peaked at $106K in Q4 2021. 84 funds tracked by Wall St. Rank hold LEO as of Q1 2022.

  • Fisher Asset Management reported no remaining BNY Mellon Strategic Municipals position as of Q1 2022 after selling out during the quarter.
  • Fisher Asset Management sold 12,500 BNY Mellon Strategic Municipals shares in Q1 2022, an estimated $106K.
  • Fisher Asset Management first reported a position in BNY Mellon Strategic Municipals in Q4 2021 and held it in 1 quarter.
  • Fisher Asset Management's BNY Mellon Strategic Municipals position peaked at $106K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2022.

Based on Fisher Asset Management's 13F filing for Q1 2022, filed 5 May 2022.