FAG
DMB

Fortitude Advisory Group’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-5,400
Closed -$67K – 474
2022
Q1 		$67K Hold
5,400
– – 0.04% 440
2021
Q4 		$78K Buy
+5,400
New +$80.1K 0.04% 416

Other funds holding DMB

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Advisory Group's DMB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2022, closing a stake of 5,400 shares — an estimated $67K sold.

Fortitude Advisory Group first reported a position in DMB in Q4 2021 and held it in 2 quarters. The position peaked at $78K in Q4 2021. 47 funds tracked by Wall St. Rank hold DMB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 5,400 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2022, an estimated $67K.
  • Fortitude Advisory Group first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $78K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.