WTA
DSM

Washington Trust Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Washington Trust 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
2024
Q2 		– Sell
-6,500
Closed -$38.1K – 666
2024
Q1 		$38.1K Hold
6,500
– – ﹤0.01% 342
2023
Q4 		$37.1K Hold
6,500
– – ﹤0.01% 342
2023
Q3 		$32.3K Hold
6,500
– – ﹤0.01% 350
2023
Q2 		$37K Sell
6,500
-1,000
-13% -$5.72K ﹤0.01% 324
2023
Q1 		$45.1K Hold
7,500
– – ﹤0.01% 323
2022
Q4 		$43.4K Hold
7,500
– – ﹤0.01% 322
2022
Q3 		$42K Hold
7,500
– – ﹤0.01% 411
2022
Q2 		$47K Hold
7,500
– – ﹤0.01% 409
2022
Q1 		$53K Hold
7,500
– – ﹤0.01% 432
2021
Q4 		$63K Buy
+7,500
New +$61.4K ﹤0.01% 431

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Washington Trust Advisors's DSM Position: Q2 2024 in Review

Washington Trust Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2024, closing a stake of 6,500 shares — an estimated $38.1K sold.

Washington Trust Advisors first reported a position in DSM in Q4 2021 and held it in 10 quarters. The position peaked at $63K in Q4 2021. 97 funds tracked by Wall St. Rank hold DSM as of Q2 2024.

  • Washington Trust Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 6,500 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2024, an estimated $38.1K.
  • Washington Trust Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and held it in 10 quarters.
  • Washington Trust Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $63K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2024.

Based on Washington Trust Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.