FWA
DSM

Freedom Wealth Alliance’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-1,885
Closed -$10.9K – 163
2022
Q4 		$10.9K Buy
+1,885
New +$10.7K 0.02% 272

Other funds holding DSM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Wealth Alliance's DSM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2023, closing a stake of 1,885 shares — an estimated $10.9K sold.

Freedom Wealth Alliance first reported a position in DSM in Q4 2022 and held it in 1 quarter. The position peaked at $10.9K in Q4 2022. 80 funds tracked by Wall St. Rank hold DSM as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,885 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2023, an estimated $10.9K.
  • Freedom Wealth Alliance first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's BNY Mellon Strategic Municipal Bond Fund position peaked at $10.9K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.