KWA
DSM

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

Kingswood Wealth 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
2024
Q4 		– Sell
-31,000
Closed -$193K – 823
2024
Q3 		$193K Buy
+31,000
New +$188K 0.01% 660
2024
Q2 		– Sell
-31,000
Closed -$182K – 672
2024
Q1 		$182K Buy
31,000
+16,800
+118% +$96.7K 0.02% 579
2023
Q4 		$81.1K Buy
+14,200
New +$74.1K 0.01% 618

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingswood Wealth Advisors's DSM Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2024, closing a stake of 31,000 shares — an estimated $193K sold.

Kingswood Wealth Advisors first reported a position in DSM in Q4 2023 and held it in 3 quarters. The position peaked at $193K in Q3 2024. 103 funds tracked by Wall St. Rank hold DSM as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 31,000 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2024, an estimated $193K.
  • Kingswood Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $193K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.