GI
LEO

Gradient Investments’s BNY Mellon Strategic Municipals LEO Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-1,700
Closed -$10.4K – 875
2024
Q2 		$10.4K Hold
1,700
– – ﹤0.01% 735
2024
Q1 		$10.4K Hold
1,700
– – ﹤0.01% 635
2023
Q4 		$9.96K Hold
1,700
– – ﹤0.01% 842
2023
Q3 		$9.06K Hold
1,700
– – ﹤0.01% 827
2023
Q2 		$10.6K Hold
1,700
– – ﹤0.01% 806
2023
Q1 		$10.6K Hold
1,700
– – ﹤0.01% 800
2022
Q4 		$10.4K Hold
1,700
– – ﹤0.01% 800
2022
Q3 		$10K Hold
1,700
– – ﹤0.01% 803
2022
Q2 		$11K Hold
1,700
– – ﹤0.01% 749
2022
Q1 		$12K Hold
1,700
– – ﹤0.01% 741
2021
Q4 		$14K Hold
1,700
– – ﹤0.01% 723
2021
Q3 		$15K Hold
1,700
– – ﹤0.01% 691
2021
Q2 		$15K Hold
1,700
– – ﹤0.01% 686
2021
Q1 		$15K Hold
1,700
– – ﹤0.01% 679
2020
Q4 		$14K Hold
1,700
– – ﹤0.01% 637
2020
Q3 		$14K Hold
1,700
– – ﹤0.01% 641
2020
Q2 		$13K Hold
1,700
– – ﹤0.01% 602
2020
Q1 		$13K Hold
1,700
– – ﹤0.01% 601
2019
Q4 		$14K Hold
1,700
– – ﹤0.01% 630
2019
Q3 		$15K Hold
1,700
– – ﹤0.01% 571
2019
Q2 		$14K Buy
+1,700
New +$13.7K ﹤0.01% 578

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Gradient Investments's LEO Position: Q3 2024 in Review

Gradient Investments sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2024, closing a stake of 1,700 shares — an estimated $10.4K sold.

Gradient Investments first reported a position in LEO in Q2 2019 and held it in 21 quarters. The position peaked at $15K in Q3 2021. 89 funds tracked by Wall St. Rank hold LEO as of Q3 2024.

  • Gradient Investments reported no remaining BNY Mellon Strategic Municipals position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,700 BNY Mellon Strategic Municipals shares in Q3 2024, an estimated $10.4K.
  • Gradient Investments first reported a position in BNY Mellon Strategic Municipals in Q2 2019 and held it in 21 quarters.
  • Gradient Investments's BNY Mellon Strategic Municipals position peaked at $15K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.