FF
LEO

FourThought Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

FourThought Financial’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
Q3 		$8K Hold
1,332
– – ﹤0.01% 1084
2022
Q2 		$9K Hold
1,332
– – ﹤0.01% 1042
2022
Q1 		$10K Hold
1,332
– – ﹤0.01% 1042
2021
Q4 		$11K Sell
1,332
-1,000
-43% -$8.47K ﹤0.01% 1055
2021
Q3 		$20K Hold
2,332
– – ﹤0.01% 951
2021
Q2 		$20K Hold
2,332
– – ﹤0.01% 945
2021
Q1 		$19K Hold
2,332
– – ﹤0.01% 913
2020
Q4 		$19K Buy
+2,332
New +$19.4K ﹤0.01% 893

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial's LEO Position: Q3 2022 in Review

FourThought Financial held its BNY Mellon Strategic Municipals (LEO) position steady in Q3 2022 at 1,332 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

FourThought Financial first reported a position in LEO in Q4 2020 and has held it in 8 quarters since. The position peaked at $20K in Q3 2021. 80 funds tracked by Wall St. Rank hold LEO as of Q3 2022.

  • FourThought Financial held 1,332 shares of BNY Mellon Strategic Municipals worth $8K as of Q3 2022.
  • FourThought Financial left its BNY Mellon Strategic Municipals share count unchanged in Q3 2022.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1084 holding.
  • FourThought Financial first reported a position in BNY Mellon Strategic Municipals in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's BNY Mellon Strategic Municipals position peaked at $20K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2022.

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