Burleson & Co’s Bank of New York Mellon BNY Stock Holding History

Burleson & Co’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 Q3	–	Sell	-39	Closed	-$2K	–	405
2022 Q2	$2K	Buy	+39	New	+$1.74K	﹤0.01%	333

Other funds holding BNY

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burleson & Co's BNY Position: Q3 2022 in Review

Burleson & Co sold out of Bank of New York Mellon (BNY) in Q3 2022, closing a stake of 39 shares — an estimated $2K sold.

Burleson & Co first reported a position in BNY in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,030 funds tracked by Wall St. Rank hold BNY as of Q3 2022.

Burleson & Co reported no remaining Bank of New York Mellon position as of Q3 2022 after selling out during the quarter.
Burleson & Co sold 39 Bank of New York Mellon shares in Q3 2022, an estimated $2K.
Burleson & Co first reported a position in Bank of New York Mellon in Q2 2022 and held it in 1 quarter.
Burleson & Co's Bank of New York Mellon position peaked at $2K in Q2 2022.
1,030 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.