PIA
LEO

Powell Investment Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Powell Investment Advisors’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
Q1 		– Sell
-36,255
Closed -$307K – 134
2021
Q4 		$307K Buy
36,255
+419
+1% +$3.55K 0.17% 74
2021
Q3 		$312K Buy
35,836
+405
+1% +$3.7K 0.19% 73
2021
Q2 		$318K Buy
35,431
+422
+1% +$3.72K 0.2% 71
2021
Q1 		$299K Buy
35,009
+428
+1% +$3.63K 0.2% 72
2020
Q4 		$294K Buy
34,581
+434
+1% +$3.62K 0.22% 63
2020
Q3 		$283K Buy
34,147
+435
+1% +$3.59K 0.24% 62
2020
Q2 		$262K Buy
33,712
+475
+1% +$3.54K 0.25% 70
2020
Q1 		$248K Buy
33,237
+400
+1% +$3.34K 0.3% 65
2019
Q4 		$279K Buy
+32,837
New +$280K 0.29% 74

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Powell Investment Advisors's LEO Position: Q1 2022 in Review

Powell Investment Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2022, closing a stake of 36,255 shares — an estimated $307K sold.

Powell Investment Advisors first reported a position in LEO in Q4 2019 and held it in 9 quarters. The position peaked at $318K in Q2 2021. 84 funds tracked by Wall St. Rank hold LEO as of Q1 2022.

  • Powell Investment Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q1 2022 after selling out during the quarter.
  • Powell Investment Advisors sold 36,255 BNY Mellon Strategic Municipals shares in Q1 2022, an estimated $307K.
  • Powell Investment Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2019 and held it in 9 quarters.
  • Powell Investment Advisors's BNY Mellon Strategic Municipals position peaked at $318K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2022.

Based on Powell Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.