SA
DSM

Scarborough Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Scarborough Advisors’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
-729
Closed – – 216
2024
Q2 		$0 Hold
729
– – ﹤0.01% 455
2024
Q1 		$0 Hold
729
– – ﹤0.01% 462
2023
Q4 		$0 Buy
+729
New +$3.81K ﹤0.01% 728

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

Scarborough Advisors's DSM Position: Q3 2024 in Review

Scarborough Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2024, closing a stake of 729 shares.

Scarborough Advisors first reported a position in DSM in Q4 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 98 funds tracked by Wall St. Rank hold DSM as of Q3 2024.

  • Scarborough Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 729 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2024.
  • Scarborough Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $0 in Q2 2024.
  • 98 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.