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

Aevitas 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
2019 Q2	–	Sell	-1,281	Closed	-$64K	–	125
2019 Q1	$64K	Buy	1,281 +1	+0.1%	+$52	0.06%	168
2018 Q4	$60K	Buy	1,280 +2	+0.2%	+$97	0.06%	166
2018 Q3	$65K	Buy	1,278 +2	+0.2%	+$105	0.06%	171
2018 Q2	$69K	Buy	1,276 +902	+241%	+$49.8K	0.07%	161
2018 Q1	$19K	Buy	+374	New	+$20.8K	0.02%	260

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aevitas Wealth Management's BNY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2019, closing a stake of 1,281 shares — an estimated $64K sold.

Aevitas Wealth Management first reported a position in BNY in Q1 2018 and held it in 5 quarters. The position peaked at $69K in Q2 2018. 1,002 funds tracked by Wall St. Rank hold BNY as of Q2 2019.

Aevitas Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,281 Bank of New York Mellon shares in Q2 2019, an estimated $64K.
Aevitas Wealth Management first reported a position in Bank of New York Mellon in Q1 2018 and held it in 5 quarters.
Aevitas Wealth Management's Bank of New York Mellon position peaked at $69K in Q2 2018.
1,002 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.