Bedel Financial Consulting’s Bank of New York Mellon BNY Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-801	Closed	-$40K	–	274
2022 Q1	$40K	Hold	801	–	–	0.01%	427
2021 Q4	$47K	Hold	801	–	–	0.01%	403
2021 Q3	$42K	Hold	801	–	–	0.01%	403
2021 Q2	$41K	Hold	801	–	–	0.01%	408
2021 Q1	$38K	Hold	801	–	–	0.01%	404
2020 Q4	$34K	Hold	801	–	–	0.02%	365
2020 Q3	$28K	Hold	801	–	–	0.01%	379
2020 Q2	$31K	Hold	801	–	–	0.02%	339
2020 Q1	$27K	Hold	801	–	–	0.02%	346
2019 Q4	$40K	Buy	801 +101	+14%	+$4.82K	0.02%	313
2019 Q3	$32K	Hold	700	–	–	0.02%	335
2019 Q2	$31K	Hold	700	–	–	0.02%	341
2019 Q1	$35K	Hold	700	–	–	0.02%	320
2018 Q4	$33K	Buy	700 +100	+17%	+$4.86K	0.02%	297
2018 Q3	$29K	Hold	600	–	–	0.02%	339
2018 Q2	$32K	Hold	600	–	–	0.02%	312
2018 Q1	$31K	Buy	+600	New	+$33.4K	0.02%	322

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

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 $59.9B AUM 27.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bedel Financial Consulting's BNY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 801 shares — an estimated $40K sold.

Bedel Financial Consulting first reported a position in BNY in Q1 2018 and held it in 17 quarters. The position peaked at $47K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

Bedel Financial Consulting reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 801 Bank of New York Mellon shares in Q2 2022, an estimated $40K.
Bedel Financial Consulting first reported a position in Bank of New York Mellon in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Bank of New York Mellon position peaked at $47K in Q4 2021.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.