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Orion Capital Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Orion Capital Management’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
Q3 		– Sell
-3,000
Closed -$20K – 419
2022
Q2 		$20K Buy
+3,000
New +$20.3K 0.02% 263

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GC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Orion Capital Management's LEO Position: Q3 2022 in Review

Orion Capital Management sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2022, closing a stake of 3,000 shares — an estimated $20K sold.

Orion Capital Management first reported a position in LEO in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 80 funds tracked by Wall St. Rank hold LEO as of Q3 2022.

  • Orion Capital Management reported no remaining BNY Mellon Strategic Municipals position as of Q3 2022 after selling out during the quarter.
  • Orion Capital Management sold 3,000 BNY Mellon Strategic Municipals shares in Q3 2022, an estimated $20K.
  • Orion Capital Management first reported a position in BNY Mellon Strategic Municipals in Q2 2022 and held it in 1 quarter.
  • Orion Capital Management's BNY Mellon Strategic Municipals position peaked at $20K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2022.

Based on Orion Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.