WAP
DMB

Wealthcare Advisory Partners’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Wealthcare Advisory Partners’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,400
Closed -$76K – 865
2021
Q1 		$76K Buy
+5,400
New +$77.2K 0.01% 751
2020
Q2 		– Sell
-5,400
Closed -$67K – 562
2020
Q1 		$67K Buy
+5,400
New +$75.3K 0.01% 452

Other funds holding DMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthcare Advisory Partners's DMB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2021, closing a stake of 5,400 shares — an estimated $76K sold.

Wealthcare Advisory Partners first reported a position in DMB in Q1 2020 and held it in 2 quarters. The position peaked at $76K in Q1 2021. 49 funds tracked by Wall St. Rank hold DMB as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,400 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2021, an estimated $76K.
  • Wealthcare Advisory Partners first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $76K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.