Laird Norton Wetherby Wealth Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio DMB Stock Details DMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,643	Closed	-$106K	–	937
2023 Q3	$106K	Sell	10,643 -787	-7%	-$8.46K	0.01%	862
2023 Q2	$123K	Buy	11,430 +523	+5%	+$5.69K	0.01%	899
2023 Q1	$126K	Sell	10,907 -85	-0.8%	-$937	0.01%	867
2022 Q4	$116K	Buy	+10,992	New	+$118K	0.01%	845

Other funds holding DMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DMB Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q4 2023, closing a stake of 10,643 shares — an estimated $106K sold.

Laird Norton Wetherby Wealth Management first reported a position in DMB in Q4 2022 and held it in 4 quarters. The position peaked at $126K in Q1 2023. 55 funds tracked by Wall St. Rank hold DMB as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,643 BNY Mellon Municipal Bond Infrastructure Fund shares in Q4 2023, an estimated $106K.
Laird Norton Wetherby Wealth Management first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2022 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $126K in Q1 2023.
55 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.