RZH
DSM

Relyea Zuckerberg Hanson’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Relyea Zuckerberg Hanson’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,953
Closed -$142K – 248
2024
Q2 		$142K Hold
23,953
– – 0.02% 229
2024
Q1 		$140K Hold
23,953
– – 0.02% 230
2023
Q4 		$137K Buy
+23,953
New +$125K 0.03% 223

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Relyea Zuckerberg Hanson's DSM Position: Q3 2024 in Review

Relyea Zuckerberg Hanson sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2024, closing a stake of 23,953 shares — an estimated $142K sold.

Relyea Zuckerberg Hanson first reported a position in DSM in Q4 2023 and held it in 3 quarters. The position peaked at $142K in Q2 2024. 98 funds tracked by Wall St. Rank hold DSM as of Q3 2024.

  • Relyea Zuckerberg Hanson reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 23,953 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2024, an estimated $142K.
  • Relyea Zuckerberg Hanson first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2023 and held it in 3 quarters.
  • Relyea Zuckerberg Hanson's BNY Mellon Strategic Municipal Bond Fund position peaked at $142K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q3 2024, filed 17 Oct 2024.