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

Beacon Pointe 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
2019 Q4	$325K	Buy	6,448 +173	+3%	+$8.26K	0.06%	206
2019 Q3	$284K	Sell	6,275 -50	-0.8%	-$2.23K	0.06%	220
2019 Q2	$279K	Buy	6,325 +220	+4%	+$10.3K	0.06%	217
2019 Q1	$308K	Sell	6,105 -1,112	-15%	-$57.3K	0.07%	205
2018 Q4	$340K	Buy	+7,217	New	+$350K	0.12%	155

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Beacon Pointe Wealth Advisors's BNY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 2.8% in Q4 2019, buying an estimated $8.26K and bringing the position to 6,448 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #206.

Beacon Pointe Wealth Advisors first reported a position in BNY in Q4 2018 and has held it in 5 quarters since. The position peaked at $340K in Q4 2018. 1,064 funds tracked by Wall St. Rank hold BNY as of Q4 2019.

Beacon Pointe Wealth Advisors held 6,448 shares of Bank of New York Mellon worth $325K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 173 Bank of New York Mellon shares in Q4 2019, an estimated $8.26K.
Bank of New York Mellon made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #206 holding.
Beacon Pointe Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Bank of New York Mellon position peaked at $340K in Q4 2018.
1,064 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.