SWM
DSM

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

Spire 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
2022
Q3 		– Sell
-500
Closed -$3K – 2272
2022
Q2 		$3K Hold
500
– – ﹤0.01% 2255
2022
Q1 		$4K Hold
500
– – ﹤0.01% 2272
2021
Q4 		$4K Hold
500
– – ﹤0.01% 2617
2021
Q3 		$4K Hold
500
– – ﹤0.01% 2330
2021
Q2 		$4K Sell
500
-2,150
-81% -$17.4K ﹤0.01% 2355
2021
Q1 		$21K Buy
+2,650
New +$20.7K ﹤0.01% 2127

Other funds holding DSM

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Spire Wealth Management's DSM Position: Q3 2022 in Review

Spire Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2022, closing a stake of 500 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in DSM in Q1 2021 and held it in 6 quarters. The position peaked at $21K in Q1 2021. 82 funds tracked by Wall St. Rank hold DSM as of Q3 2022.

  • Spire Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 500 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $21K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.