BWM
BNY

Birchcreek Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Birchcreek Wealth Management’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
2021
Q1 		– Sell
-1,408
Closed -$59K – 131
2020
Q4 		$59K Buy
+1,408
New +$54.1K 0.06% 196

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State Street
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LP
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American Century Companies
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Birchcreek Wealth Management's BNY Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Bank of New York Mellon (BNY) in Q1 2021, closing a stake of 1,408 shares — an estimated $59K sold.

Birchcreek Wealth Management first reported a position in BNY in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold BNY as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Bank of New York Mellon position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,408 Bank of New York Mellon shares in Q1 2021, an estimated $59K.
  • Birchcreek Wealth Management first reported a position in Bank of New York Mellon in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Bank of New York Mellon position peaked at $59K in Q4 2020.
  • 1,060 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.