M1FG
LEO

Mach-1 Financial Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Mach-1 Financial Group’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
Q4 		– Sell
-6,963
Closed -$42K – 326
2022
Q3 		$42K Hold
6,963
– – 0.04% 119
2022
Q2 		$45K Hold
6,963
– – 0.03% 123
2022
Q1 		$50K Hold
6,963
– – 0.03% 57
2021
Q4 		$58K Buy
+6,963
New +$59K 0.04% 51
2021
Q3 		– Sell
-6,963
Closed -$62K – 85
2021
Q2 		$62K Hold
6,963
– – 0.04% 37
2021
Q1 		$59K Hold
6,963
– – 0.05% 37
2020
Q4 		$59K Buy
+6,963
New +$58K 0.06% 67

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Mach-1 Financial Group's LEO Position: Q4 2022 in Review

Mach-1 Financial Group sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2022, closing a stake of 6,963 shares — an estimated $42K sold.

Mach-1 Financial Group first reported a position in LEO in Q4 2020 and held it in 7 quarters. The position peaked at $62K in Q2 2021. 83 funds tracked by Wall St. Rank hold LEO as of Q4 2022.

  • Mach-1 Financial Group reported no remaining BNY Mellon Strategic Municipals position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 6,963 BNY Mellon Strategic Municipals shares in Q4 2022, an estimated $42K.
  • Mach-1 Financial Group first reported a position in BNY Mellon Strategic Municipals in Q4 2020 and held it in 7 quarters.
  • Mach-1 Financial Group's BNY Mellon Strategic Municipals position peaked at $62K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.