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Annapolis Financial Services’s BNY Mellon International Equity ETF BKIE Stock Holding History

Annapolis Financial Services’s Portfolio BKIE Stock Details BKIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-217
Closed -$12K – 452
2022
Q3 		$12K Buy
+217
New +$12.9K ﹤0.01% 308

Other funds holding BKIE

SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Annapolis Financial Services's BKIE Position: Q4 2022 in Review

Annapolis Financial Services sold out of BNY Mellon International Equity ETF (BKIE) in Q4 2022, closing a stake of 217 shares — an estimated $12K sold.

Annapolis Financial Services first reported a position in BKIE in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 23 funds tracked by Wall St. Rank hold BKIE as of Q4 2022.

  • Annapolis Financial Services reported no remaining BNY Mellon International Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 217 BNY Mellon International Equity ETF shares in Q4 2022, an estimated $12K.
  • Annapolis Financial Services first reported a position in BNY Mellon International Equity ETF in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's BNY Mellon International Equity ETF position peaked at $12K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held BNY Mellon International Equity ETF as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.