Wells Fargo’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,958
| Closed | -$163K | – | 7312 |
|
|
2024
Q3 | $163K | Sell |
15,958
-350
| -2% | -$3.52K | ﹤0.01% | 4717 |
|
|
2024
Q2 | $161K | Sell |
16,308
-4,261
| -21% | -$40.9K | ﹤0.01% | 4650 |
|
|
2024
Q1 | $184K | Sell |
20,569
-350
| -2% | -$3.08K | ﹤0.01% | 4523 |
|
|
2023
Q4 | $181K | Sell |
20,919
-1,798
| -8% | -$14.3K | ﹤0.01% | 4523 |
|
|
2023
Q3 | $171K | Buy |
22,717
+2,728
| +14% | +$22.4K | ﹤0.01% | 4461 |
|
|
2023
Q2 | $170K | Hold |
19,989
| – | – | ﹤0.01% | 4694 |
|
|
2023
Q1 | $170K | Sell |
19,989
-5,001
| -20% | -$42.4K | ﹤0.01% | 4532 |
|
|
2022
Q4 | $204K | Sell |
24,990
-3,685
| -13% | -$29.5K | ﹤0.01% | 4165 |
|
|
2022
Q3 | $227K | Buy |
28,675
+4,147
| +17% | +$37.7K | ﹤0.01% | 4173 |
|
|
2022
Q2 | $224K | Sell |
24,528
-150
| -0.6% | -$1.42K | ﹤0.01% | 4216 |
|
|
2022
Q1 | $255K | Sell |
24,678
-8,034
| -25% | -$88.5K | ﹤0.01% | 4848 |
|
|
2021
Q4 | $398K | Buy |
32,712
+1,439
| +5% | +$17.8K | ﹤0.01% | 4848 |
|
|
2021
Q3 | $384K | Sell |
31,273
-3,145
| -9% | -$39.7K | ﹤0.01% | 4812 |
|
|
2021
Q2 | $434K | Sell |
34,418
-31,539
| -48% | -$384K | ﹤0.01% | 4696 |
|
|
2021
Q1 | $780K | Sell |
65,957
-7,820
| -11% | -$91.8K | ﹤0.01% | 4416 |
|
|
2020
Q4 | $841K | Buy |
73,777
+220
| +0.3% | +$2.42K | ﹤0.01% | 4159 |
|
|
2020
Q3 | $798K | Buy |
73,557
+9,181
| +14% | +$100K | ﹤0.01% | 4028 |
|
|
2020
Q2 | $676K | Sell |
64,376
-20,930
| -25% | -$213K | ﹤0.01% | 4110 |
|
|
2020
Q1 | $880K | Sell |
85,306
-1,699
| -2% | -$19.7K | ﹤0.01% | 3625 |
|
|
2019
Q4 | $1.03M | Sell |
87,005
-9,297
| -10% | -$112K | ﹤0.01% | 3843 |
|
|
2019
Q3 | $1.15M | Buy |
96,302
+18,506
| +24% | +$222K | ﹤0.01% | 3734 |
|
|
2019
Q2 | $925K | Sell |
77,796
-5,543
| -7% | -$64.1K | ﹤0.01% | 3921 |
|
|
2019
Q1 | $935K | Sell |
83,339
-157
| -0.2% | -$1.73K | ﹤0.01% | 3922 |
|
|
2018
Q4 | $862K | Buy |
83,496
+14,770
| +21% | +$152K | ﹤0.01% | 3956 |
|
|
2018
Q3 | $728K | Buy |
68,726
+14,037
| +26% | +$152K | ﹤0.01% | 4179 |
|
|
2018
Q2 | $595K | Sell |
54,689
-32,910
| -38% | -$357K | ﹤0.01% | 4328 |
|
|
2018
Q1 | $963K | Buy |
87,599
+9,609
| +12% | +$108K | ﹤0.01% | 3949 |
|
|
2017
Q4 | $919K | Buy |
77,990
+16,546
| +27% | +$198K | ﹤0.01% | 3996 |
|
|
2017
Q3 | $750K | Buy |
61,444
+4,542
| +8% | +$56.3K | ﹤0.01% | 4056 |
|
|
2017
Q2 | $710K | Buy |
56,902
+10,080
| +22% | +$127K | ﹤0.01% | 3979 |
|
|
2017
Q1 | $581K | Buy |
46,822
+31,813
| +212% | +$395K | ﹤0.01% | 4141 |
|
|
2016
Q4 | $182K | Sell |
15,009
-7,028
| -32% | -$88.5K | ﹤0.01% | 4823 |
|
|
2016
Q3 | $316K | Hold |
22,037
| – | – | ﹤0.01% | 4217 |
|
|
2016
Q2 | $317K | Buy |
22,037
+19,699
| +843% | +$273K | ﹤0.01% | 4157 |
|
|
2016
Q1 | $32K | Buy |
2,338
+1,101
| +89% | +$15K | ﹤0.01% | 5382 |
|
|
2015
Q4 | $16K | Hold |
1,237
| – | – | ﹤0.01% | 5640 |
|
|
2015
Q3 | $16K | Sell |
1,237
-1,067
| -46% | -$13.7K | ﹤0.01% | 5609 |
|
|
2015
Q2 | $30K | Hold |
2,304
| – | – | ﹤0.01% | 5478 |
|
|
2015
Q1 | $32K | Sell |
2,304
-1,113
| -33% | -$15.6K | ﹤0.01% | 5199 |
|
|
2014
Q4 | $46K | Sell |
3,417
-399
| -10% | -$5.39K | ﹤0.01% | 5036 |
|
|
2014
Q3 | $51K | Buy |
3,816
+400
| +12% | +$5.41K | ﹤0.01% | 4933 |
|
|
2014
Q2 | $46K | Buy |
3,416
+1,415
| +71% | +$18.7K | ﹤0.01% | 5005 |
|
|
2014
Q1 | $26K | Sell |
2,001
-1
| -0% | -$13 | ﹤0.01% | 5151 |
|
|
2013
Q4 | $25K | Buy |
2,002
+1
| +0% | +$12 | ﹤0.01% | 4960 |
|
|
2013
Q3 | $25K | Sell |
2,001
-400
| -17% | -$4.98K | ﹤0.01% | 4900 |
|
|
2013
Q2 | $33K | Buy |
+2,401
| New | +$35.7K | ﹤0.01% | 4727 |
|
Wells Fargo's KSM Position: Q4 2024 in Review
Wells Fargo sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 15,958 shares — an estimated $163K sold.
Wells Fargo first reported a position in KSM in Q2 2013 and held it in 46 quarters. The position peaked at $1.15M in Q3 2019. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.
- Wells Fargo reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
- Wells Fargo sold 15,958 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $163K.
- Wells Fargo first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 46 quarters.
- Wells Fargo's DWS Strategic Municipal Income Trust position peaked at $1.15M in Q3 2019.
- 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.
Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.