LFA
DSM

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

LGT Financial 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
Q4 		– Sell
-1,391
Closed -$6.91K – 878
2023
Q3 		$6.91K Buy
+1,391
New +$7.64K 0.01% 553

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LGT Financial Advisors's DSM Position: Q4 2023 in Review

LGT Financial Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2023, closing a stake of 1,391 shares — an estimated $6.91K sold.

LGT Financial Advisors first reported a position in DSM in Q3 2023 and held it in 1 quarter. The position peaked at $6.91K in Q3 2023. 95 funds tracked by Wall St. Rank hold DSM as of Q4 2023.

  • LGT Financial Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 1,391 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2023, an estimated $6.91K.
  • LGT Financial Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $6.91K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.