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

BDO 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
2023 Q2	$26.6K	Buy	598 +65	+12%	+$2.79K	﹤0.01%	532
2023 Q1	$24.2K	Hold	533	–	–	﹤0.01%	553
2022 Q4	$24.3K	Hold	533	–	–	﹤0.01%	539
2022 Q3	$21K	Hold	533	–	–	﹤0.01%	561
2022 Q2	$22K	Sell	533 -130	-20%	-$5.79K	﹤0.01%	541
2022 Q1	$33K	Hold	663	–	–	﹤0.01%	500
2021 Q4	$39K	Hold	663	–	–	﹤0.01%	486
2021 Q3	$34K	Sell	663 -1,562	-70%	-$81.2K	﹤0.01%	505
2021 Q2	$114K	Buy	2,225 +500	+29%	+$25K	0.01%	355
2021 Q1	$82K	Buy	1,725 +1,342	+350%	+$59K	0.01%	383
2020 Q4	$16K	Hold	383	–	–	﹤0.01%	484
2020 Q3	$13K	Sell	383 -80	-17%	-$2.91K	﹤0.01%	465
2020 Q2	$18K	Hold	463	–	–	﹤0.01%	440
2020 Q1	$16K	Hold	463	–	–	﹤0.01%	478
2019 Q4	$23K	Hold	463	–	–	0.01%	374
2019 Q3	$21K	Hold	463	–	–	0.01%	392
2019 Q2	$20K	Hold	463	–	–	0.01%	391
2019 Q1	$23K	Hold	463	–	–	0.01%	358
2018 Q4	$22K	Hold	463	–	–	0.01%	335
2018 Q3	$24K	Hold	463	–	–	0.01%	362
2018 Q2	$25K	Buy	463 +383	+479%	+$21.1K	0.01%	363
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	451
2017 Q4	$4K	Hold	80	–	–	﹤0.01%	382
2017 Q3	$4K	Hold	80	–	–	﹤0.01%	352
2017 Q2	$4K	Buy	+80	New	+$3.83K	﹤0.01%	441

Other funds holding BNY

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BDO Wealth Advisors's BNY Position: Q2 2023 in Review

BDO Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 12% in Q2 2023, buying an estimated $2.79K and bringing the position to 598 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

BDO Wealth Advisors first reported a position in BNY in Q2 2017 and has held it in 25 quarters since. The position peaked at $114K in Q2 2021. 1,078 funds tracked by Wall St. Rank hold BNY as of Q2 2023.

BDO Wealth Advisors held 598 shares of Bank of New York Mellon worth $26.6K as of Q2 2023.
BDO Wealth Advisors bought 65 Bank of New York Mellon shares in Q2 2023, an estimated $2.79K.
Bank of New York Mellon made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #532 holding.
BDO Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Bank of New York Mellon position peaked at $114K in Q2 2021.
1,078 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.