SWM
DHF

Spire Wealth Management’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Spire Wealth Management’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$1K – 2501
2022
Q4 		$1K Hold
500
– – ﹤0.01% 2163
2022
Q3 		$1K Sell
500
-2,400
-83% -$5.54K ﹤0.01% 2060
2022
Q2 		$7K Buy
+2,900
New +$7.2K ﹤0.01% 2019

Other funds holding DHF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Spire Wealth Management's DHF Position: Q1 2023 in Review

Spire Wealth Management sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q1 2023, closing a stake of 500 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in DHF in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 64 funds tracked by Wall St. Rank hold DHF as of Q1 2023.

  • Spire Wealth Management reported no remaining BNY Mellon High Yield Strategies Fund position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 500 BNY Mellon High Yield Strategies Fund shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in BNY Mellon High Yield Strategies Fund in Q2 2022 and held it in 3 quarters.
  • Spire Wealth Management's BNY Mellon High Yield Strategies Fund position peaked at $7K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.