Tucker Asset Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Tucker Asset 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 Q2	–	Sell	-1,012	Closed	-$7.16K	–	650
2022 Q1	$7.16K	Hold	1,012	–	–	﹤0.01%	275
2021 Q4	$8.45K	Hold	1,012	–	–	﹤0.01%	232
2021 Q3	$8.12K	Hold	1,012	–	–	﹤0.01%	201
2021 Q2	$8.33K	Hold	1,012	–	–	﹤0.01%	186
2021 Q1	$7.92K	Sell	1,012 -1,633	-62%	-$12.8K	﹤0.01%	189
2020 Q4	$20.8K	Buy	+2,645	New	+$19.9K	0.01%	135

Other funds holding DSM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tucker Asset Management's DSM Position: Q2 2022 in Review

Tucker Asset Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2022, closing a stake of 1,012 shares — an estimated $7.16K sold.

Tucker Asset Management first reported a position in DSM in Q4 2020 and held it in 6 quarters. The position peaked at $20.8K in Q4 2020. 84 funds tracked by Wall St. Rank hold DSM as of Q2 2022.

Tucker Asset Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
Tucker Asset Management sold 1,012 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2022, an estimated $7.16K.
Tucker Asset Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and held it in 6 quarters.
Tucker Asset Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $20.8K in Q4 2020.
84 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2022.

Based on Tucker Asset Management's 13F filing for Q2 2022, filed 11 May 2023.