Ken Fisher
LEO

Ken Fisher’s BNY Mellon Strategic Municipals LEO Stock Holding History

Ken Fisher’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
Q1 		– Sell
-12,500
Closed -$106K – 987
2021
Q4 		$106K Buy
+12,500
New +$106K ﹤0.01% 936

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Ken Fisher's LEO Position: Q1 2022 in Review

Ken Fisher sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2022, closing a stake of 12,500 shares — an estimated $106K sold.

Ken Fisher first reported a position in LEO in Q4 2021 and held it in 1 quarter. The position peaked at $106K in Q4 2021. 84 funds tracked by Wall St. Rank hold LEO as of Q1 2022.

  • Ken Fisher reported no remaining BNY Mellon Strategic Municipals position as of Q1 2022 after selling out during the quarter.
  • Ken Fisher sold 12,500 BNY Mellon Strategic Municipals shares in Q1 2022, an estimated $106K.
  • Ken Fisher first reported a position in BNY Mellon Strategic Municipals in Q4 2021 and held it in 1 quarter.
  • Ken Fisher's BNY Mellon Strategic Municipals position peaked at $106K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2022.

Based on Fisher Asset Management's 13F filing for Q1 2022, filed 5 May 2022.