IA
DSM

IFP Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

IFP Advisors’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
-900
Closed -$7K – 3637
2022
Q4 		$7K Sell
900
-9,968
-92% -$56.4K ﹤0.01% 3591
2022
Q3 		$91K Sell
10,868
-136
-1% -$864 ﹤0.01% 1921
2022
Q2 		$91K Hold
11,004
– – ﹤0.01% 1742
2022
Q1 		$91K Buy
+11,004
New +$82K ﹤0.01% 1742
2017
Q4 		– Sell
-1,500
Closed -$13K – 3870
2017
Q3 		$13K Hold
1,500
– – ﹤0.01% 2870
2017
Q2 		$13K Hold
1,500
– – ﹤0.01% 2842
2017
Q1 		$12K Hold
1,500
– – ﹤0.01% 2805
2016
Q4 		$12K Sell
1,500
-925
-38% -$7.64K ﹤0.01% 2785
2016
Q3 		$21K Hold
2,425
– – ﹤0.01% 2368
2016
Q2 		$22K Buy
+2,425
New +$21.3K ﹤0.01% 2282
2016
Q1 		– Sell
-925
Closed -$7K – 2614
2015
Q4 		$7K Buy
+925
New +$7.34K ﹤0.01% 2754

Other funds holding DSM

Morgan Stanley
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

IFP Advisors's DSM Position: Q1 2023 in Review

IFP Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2023, closing a stake of 900 shares — an estimated $7K sold.

IFP Advisors first reported a position in DSM in Q4 2015 and held it in 11 quarters. The position peaked at $91K in Q3 2022. 80 funds tracked by Wall St. Rank hold DSM as of Q1 2023.

  • IFP Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 900 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2023, an estimated $7K.
  • IFP Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $91K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.