PAM
LEO icon

Panagora Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Panagora Asset 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
2021
Q3 		– Sell
-31
Closed – – 2078
2021
Q2 		$0 Sell
31
-43
-58% -$379 ﹤0.01% 2877
2021
Q1 		$1K Buy
+74
New +$627 ﹤0.01% 2775
2020
Q4 		– Sell
-533
Closed -$4K – 2870
2020
Q3 		$4K Hold
533
– – ﹤0.01% 2488
2020
Q2 		$4K Hold
533
– – ﹤0.01% 2384
2020
Q1 		$4K Sell
533
-60
-10% -$501 ﹤0.01% 2299
2019
Q4 		$5K Sell
593
-835
-58% -$7.11K ﹤0.01% 2239
2019
Q3 		$12K Buy
+1,428
New +$12.1K ﹤0.01% 2149

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Panagora Asset Management's LEO Position: Q3 2021 in Review

Panagora Asset Management sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2021, closing a stake of 31 shares.

Panagora Asset Management first reported a position in LEO in Q3 2019 and held it in 7 quarters. The position peaked at $12K in Q3 2019. 69 funds tracked by Wall St. Rank hold LEO as of Q3 2021.

  • Panagora Asset Management reported no remaining BNY Mellon Strategic Municipals position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 31 BNY Mellon Strategic Municipals shares in Q3 2021.
  • Panagora Asset Management first reported a position in BNY Mellon Strategic Municipals in Q3 2019 and held it in 7 quarters.
  • Panagora Asset Management's BNY Mellon Strategic Municipals position peaked at $12K in Q3 2019.
  • 69 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.