FourThought Financial’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

FourThought Financial’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
2022 Q3	$5K	Hold	800	–	–	﹤0.01%	1166
2022 Q2	$5K	Hold	800	–	–	﹤0.01%	1151
2022 Q1	$6K	Hold	800	–	–	﹤0.01%	1141
2021 Q4	$7K	Hold	800	–	–	﹤0.01%	1146
2021 Q3	$6K	Hold	800	–	–	﹤0.01%	1185
2021 Q2	$6K	Hold	800	–	–	﹤0.01%	1186
2021 Q1	$6K	Hold	800	–	–	﹤0.01%	1145
2020 Q4	$6K	Buy	+800	New	+$6.02K	﹤0.01%	1107

Other funds holding DSM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FourThought Financial's DSM Position: Q3 2022 in Review

FourThought Financial held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q3 2022 at 800 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

FourThought Financial first reported a position in DSM in Q4 2020 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 82 funds tracked by Wall St. Rank hold DSM as of Q3 2022.

FourThought Financial held 800 shares of BNY Mellon Strategic Municipal Bond Fund worth $5K as of Q3 2022.
FourThought Financial left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q3 2022.
BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1166 holding.
FourThought Financial first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's BNY Mellon Strategic Municipal Bond Fund position peaked at $7K in Q4 2021.
82 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.