WFA
DSM

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

WMG 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
2024
Q4 		– Sell
-14,620
Closed -$91.1K – 177
2024
Q3 		$91.1K Hold
14,620
– – 0.04% 172
2024
Q2 		$86.8K Buy
+14,620
New +$83.8K 0.05% 152

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMG Financial Advisors's DSM Position: Q4 2024 in Review

WMG Financial Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2024, closing a stake of 14,620 shares — an estimated $91.1K sold.

WMG Financial Advisors first reported a position in DSM in Q2 2024 and held it in 2 quarters. The position peaked at $91.1K in Q3 2024. 103 funds tracked by Wall St. Rank hold DSM as of Q4 2024.

  • WMG Financial Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 14,620 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2024, an estimated $91.1K.
  • WMG Financial Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2024 and held it in 2 quarters.
  • WMG Financial Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $91.1K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2024.

Based on WMG Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.