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Annapolis Financial Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Annapolis Financial Services’s Portfolio BKLC Stock Details BKLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,119
Closed -$25K – 453
2022
Q3 		$25K Buy
+1,119
New +$27.4K 0.01% 227

Other funds holding BKLC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return

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

Annapolis Financial Services sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q4 2022, closing a stake of 1,119 shares — an estimated $25K sold.

Annapolis Financial Services first reported a position in BKLC in Q3 2022 and held it in 1 quarter. The position peaked at $25K in Q3 2022. 24 funds tracked by Wall St. Rank hold BKLC as of Q4 2022.

  • Annapolis Financial Services reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 1,119 BNY Mellon US Large Cap Core Equity ETF shares in Q4 2022, an estimated $25K.
  • Annapolis Financial Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's BNY Mellon US Large Cap Core Equity ETF position peaked at $25K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q4 2022.

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