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Ramiah Investment Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Ramiah Investment 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
-27,024
Closed -$164K – 73
2022
Q3 		$164K Buy
27,024
+6,505
+32% +$43.5K 0.34% 53
2022
Q2 		$135K Sell
20,519
-11,839
-37% -$80.3K 0.11% 67
2022
Q1 		$233K Buy
32,358
+5,699
+21% +$43.6K 0.16% 62
2021
Q4 		$226K Buy
26,659
+629
+2% +$5.33K 0.15% 62
2021
Q3 		$226K Buy
26,030
+1,433
+6% +$13.1K 0.16% 72
2021
Q2 		$221K Buy
24,597
+457
+2% +$4.03K 0.16% 65
2021
Q1 		$206K Buy
24,140
+1,486
+7% +$12.6K 0.16% 67
2020
Q4 		$192K Sell
22,654
-3,915
-15% -$32.6K 0.16% 65
2020
Q3 		$220K Sell
26,569
-2,138
-7% -$17.6K 0.21% 55
2020
Q2 		$223K Buy
28,707
+2,790
+11% +$20.8K 0.24% 70
2020
Q1 		$193K Sell
25,917
-1,477
-5% -$12.3K 0.34% 62
2019
Q4 		$233K Buy
+27,394
New +$233K 0.23% 67

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Ramiah Investment Group's LEO Position: Q4 2022 in Review

Ramiah Investment Group sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2022, closing a stake of 27,024 shares — an estimated $164K sold.

Ramiah Investment Group first reported a position in LEO in Q4 2019 and held it in 12 quarters. The position peaked at $233K in Q4 2019. 83 funds tracked by Wall St. Rank hold LEO as of Q4 2022.

  • Ramiah Investment Group reported no remaining BNY Mellon Strategic Municipals position as of Q4 2022 after selling out during the quarter.
  • Ramiah Investment Group sold 27,024 BNY Mellon Strategic Municipals shares in Q4 2022, an estimated $164K.
  • Ramiah Investment Group first reported a position in BNY Mellon Strategic Municipals in Q4 2019 and held it in 12 quarters.
  • Ramiah Investment Group's BNY Mellon Strategic Municipals position peaked at $233K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2022.

Based on Ramiah Investment Group's 13F filing for Q4 2022, filed 10 Feb 2025.