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

Bromfield Sneider 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
2024 Q1	$38.4K	Hold	666	–	–	0.02%	82
2023 Q4	$34.7K	Hold	666	–	–	0.02%	83
2023 Q3	$28.4K	Hold	666	–	–	0.02%	86
2023 Q2	$29.6K	Hold	666	–	–	0.02%	84
2023 Q1	$30.3K	Hold	666	–	–	0.03%	81
2022 Q4	$30.3K	Hold	666	–	–	0.03%	77
2022 Q3	$26K	Hold	666	–	–	0.03%	74
2022 Q2	$28K	Hold	666	–	–	0.03%	75
2022 Q1	$33K	Buy	+666	New	+$37.9K	0.03%	82

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's BNY Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Bank of New York Mellon (BNY) position steady in Q1 2024 at 666 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #82.

Bromfield Sneider Wealth Advisors first reported a position in BNY in Q1 2022 and has held it in 9 quarters since. 1,254 funds tracked by Wall St. Rank hold BNY as of Q1 2024.

Bromfield Sneider Wealth Advisors held 666 shares of Bank of New York Mellon worth $38.4K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Bank of New York Mellon share count unchanged in Q1 2024.
Bank of New York Mellon made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #82 holding.
Bromfield Sneider Wealth Advisors first reported a position in Bank of New York Mellon in Q1 2022 and has held it in 9 quarters since.
1,254 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.