AFWM
BNY

Abich Financial Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Abich Financial Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-102
Closed -$6.11K – 428
2024
Q2 		$6.11K Buy
102
+40
+65% +$2.31K ﹤0.01% 319
2024
Q1 		$3.57K Buy
+62
New +$3.41K ﹤0.01% 320

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's BNY Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 102 shares — an estimated $6.11K sold.

Abich Financial Wealth Management first reported a position in BNY in Q1 2024 and held it in 2 quarters. The position peaked at $6.11K in Q2 2024. 1,289 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 102 Bank of New York Mellon shares in Q3 2024, an estimated $6.11K.
  • Abich Financial Wealth Management first reported a position in Bank of New York Mellon in Q1 2024 and held it in 2 quarters.
  • Abich Financial Wealth Management's Bank of New York Mellon position peaked at $6.11K in Q2 2024.
  • 1,289 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.