SWM
DSM

SeaCrest Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

SeaCrest Wealth Management’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
Q1 		– Sell
-22,650
Closed -$129K – 619
2023
Q4 		$129K Hold
22,650
– – 0.02% 600
2023
Q3 		$113K Hold
22,650
– – 0.01% 601
2023
Q2 		$129K Hold
22,650
– – 0.02% 600
2023
Q1 		$136K Hold
22,650
– – 0.02% 602
2022
Q4 		$131K Hold
22,650
– – 0.02% 600
2022
Q3 		$128K Hold
22,650
– – 0.02% 585
2022
Q2 		$141K Hold
22,650
– – 0.02% 734
2022
Q1 		$160K Hold
22,650
– – 0.02% 677
2021
Q4 		$189K Hold
22,650
– – 0.02% 661
2021
Q3 		$181K Hold
22,650
– – 0.02% 635
2021
Q2 		$186K Hold
22,650
– – 0.02% 657
2021
Q1 		$177K Sell
22,650
-547
-2% -$4.28K 0.02% 621
2020
Q4 		$183K Hold
23,197
– – 0.03% 576
2020
Q3 		$169K Sell
23,197
-565
-2% -$4.23K 0.03% 536
2020
Q2 		$172K Hold
23,762
– – 0.03% 507
2020
Q1 		$170K Hold
23,762
– – 0.04% 454
2019
Q4 		$190K Hold
23,762
– – 0.03% 515
2019
Q3 		$200K Sell
23,762
-1,477
-6% -$12.3K 0.04% 496
2019
Q2 		$200K Hold
25,239
– – 0.04% 464
2019
Q1 		$195K Sell
25,239
-499
-2% -$3.74K 0.03% 470
2018
Q4 		$180K Buy
25,738
+90
+0.4% +$632 0.04% 449
2018
Q3 		$188K Hold
25,648
– – 0.03% 525
2018
Q2 		$194K Hold
25,648
– – 0.03% 498
2018
Q1 		$195K Sell
25,648
-2,948
-10% -$23.3K 0.04% 491
2017
Q4 		$244K Buy
+28,596
New +$242K 0.04% 429

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

SeaCrest Wealth Management's DSM Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2024, closing a stake of 22,650 shares — an estimated $129K sold.

SeaCrest Wealth Management first reported a position in DSM in Q4 2017 and held it in 25 quarters. The position peaked at $244K in Q4 2017. 92 funds tracked by Wall St. Rank hold DSM as of Q1 2024.

  • SeaCrest Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 22,650 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2024, an estimated $129K.
  • SeaCrest Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2017 and held it in 25 quarters.
  • SeaCrest Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $244K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.