OCM
LEO

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

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.