AWA
BNY

Amplius Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-369
Closed -$21K – 252
2021
Q4 		$21K Buy
+369
New +$21.2K ﹤0.01% 458

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Amplius Wealth Advisors's BNY Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q1 2022, closing a stake of 369 shares — an estimated $21K sold.

Amplius Wealth Advisors first reported a position in BNY in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Bank of New York Mellon position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 369 Bank of New York Mellon shares in Q1 2022, an estimated $21K.
  • Amplius Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Bank of New York Mellon position peaked at $21K in Q4 2021.
  • 1,143 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.