BWM
BNY

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

Buckley 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
2022
Q2 		– Sell
-4,293
Closed -$213K – 144
2022
Q1 		$213K Buy
+4,293
New +$244K 0.06% 150

Other funds holding BNY

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckley Wealth Management's BNY Position: Q2 2022 in Review

Buckley Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 4,293 shares — an estimated $213K sold.

Buckley Wealth Management first reported a position in BNY in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

  • Buckley Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 4,293 Bank of New York Mellon shares in Q2 2022, an estimated $213K.
  • Buckley Wealth Management first reported a position in Bank of New York Mellon in Q1 2022 and held it in 1 quarter.
  • Buckley Wealth Management's Bank of New York Mellon position peaked at $213K in Q1 2022.
  • 1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Buckley Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.