CWM
BNY

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

Campbell 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
2020
Q3 		– Sell
-800
Closed -$31K – 98
2020
Q2 		$31K Buy
+800
New +$29.3K 0.01% 186

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Campbell Wealth Management's BNY Position: Q3 2020 in Review

Campbell Wealth Management sold out of Bank of New York Mellon (BNY) in Q3 2020, closing a stake of 800 shares — an estimated $31K sold.

Campbell Wealth Management first reported a position in BNY in Q2 2020 and held it in 1 quarter. The position peaked at $31K in Q2 2020. 918 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

  • Campbell Wealth Management reported no remaining Bank of New York Mellon position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 800 Bank of New York Mellon shares in Q3 2020, an estimated $31K.
  • Campbell Wealth Management first reported a position in Bank of New York Mellon in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Bank of New York Mellon position peaked at $31K in Q2 2020.
  • 918 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.