Tradition Wealth Management’s BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. DCF Stock Holding History

Tradition Wealth Management’s Portfolio DCF Stock Details DCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,877	Closed	-$15K	–	1258
2023 Q4	$15K	Buy	1,877 +25	+1%	+$196	﹤0.01%	918
2023 Q3	$14K	Buy	1,852 +25	+1%	+$193	﹤0.01%	943
2023 Q2	$14K	Buy	1,827 +32	+2%	+$243	﹤0.01%	974
2023 Q1	$14K	Buy	1,795 +35	+2%	+$264	﹤0.01%	921
2022 Q4	$12K	Buy	1,760 +36	+2%	+$259	﹤0.01%	875
2022 Q3	$12K	Buy	1,724 +35	+2%	+$258	﹤0.01%	899
2022 Q2	$12K	Buy	1,689 +32	+2%	+$254	﹤0.01%	788
2022 Q1	$14K	Buy	1,657 +28	+2%	+$247	﹤0.01%	822
2021 Q4	$15K	Buy	1,629 +26	+2%	+$246	﹤0.01%	811
2021 Q3	$15K	Buy	1,603 +25	+2%	+$239	﹤0.01%	804
2021 Q2	$15K	Buy	1,578 +25	+2%	+$237	﹤0.01%	844
2021 Q1	$15K	Buy	1,553 +25	+2%	+$224	﹤0.01%	700
2020 Q4	$13K	Buy	+1,528	New	+$12.4K	﹤0.01%	679

Other funds holding DCF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tradition Wealth Management's DCF Position: Q1 2024 in Review

Tradition Wealth Management sold out of BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. (DCF) in Q1 2024, closing a stake of 1,877 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in DCF in Q4 2020 and held it in 13 quarters. The position peaked at $15K in Q4 2023. 37 funds tracked by Wall St. Rank hold DCF as of Q1 2024.

Tradition Wealth Management reported no remaining BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,877 BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. shares in Q1 2024, an estimated $15K.
Tradition Wealth Management first reported a position in BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position peaked at $15K in Q4 2023.
37 funds tracked by Wall St. Rank held BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.