VFA
DSM

Valeo Financial Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-2,000
Closed -$15K – 1709
2020
Q3 		$15K Buy
+2,000
New +$15K ﹤0.01% 978

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LPL Financial
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MIG
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Ameriprise
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PPA
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CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Valeo Financial Advisors's DSM Position: Q4 2020 in Review

Valeo Financial Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2020, closing a stake of 2,000 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in DSM in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 74 funds tracked by Wall St. Rank hold DSM as of Q4 2020.

  • Valeo Financial Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2020, an estimated $15K.
  • Valeo Financial Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $15K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.