AFS
BNY

Axiom Financial Strategies’s Bank of New York Mellon BNY Stock Holding History

Axiom Financial Strategies’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
-4,381
Closed -$254K – 79
2021
Q4 		$254K Hold
4,381
– – 0.12% 63
2021
Q3 		$227K Sell
4,381
-28
-0.6% -$1.46K 0.11% 69
2021
Q2 		$226K Hold
4,409
– – 0.1% 66
2021
Q1 		$209K Buy
+4,409
New +$194K 0.1% 72

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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 $23.3B AUM 26.95% 1-Year Est. Return

Axiom Financial Strategies's BNY Position: Q1 2022 in Review

Axiom Financial Strategies sold out of Bank of New York Mellon (BNY) in Q1 2022, closing a stake of 4,381 shares — an estimated $254K sold.

Axiom Financial Strategies first reported a position in BNY in Q1 2021 and held it in 4 quarters. The position peaked at $254K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

  • Axiom Financial Strategies reported no remaining Bank of New York Mellon position as of Q1 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 4,381 Bank of New York Mellon shares in Q1 2022, an estimated $254K.
  • Axiom Financial Strategies first reported a position in Bank of New York Mellon in Q1 2021 and held it in 4 quarters.
  • Axiom Financial Strategies's Bank of New York Mellon position peaked at $254K in Q4 2021.
  • 1,143 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2022.

Based on Axiom Financial Strategies's 13F filing for Q1 2022, filed 2 May 2022.