CWP
BNY

CFM Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

CFM Wealth Partners’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
Q1 		– Sell
-136
Closed -$6K – 543
2019
Q4 		$6K Buy
+136
New +$6.49K ﹤0.01% 450

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BlackRock
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CFM Wealth Partners's BNY Position: Q1 2020 in Review

CFM Wealth Partners sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 136 shares — an estimated $6K sold.

CFM Wealth Partners first reported a position in BNY in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 897 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

  • CFM Wealth Partners reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 136 Bank of New York Mellon shares in Q1 2020, an estimated $6K.
  • CFM Wealth Partners first reported a position in Bank of New York Mellon in Q4 2019 and held it in 1 quarter.
  • CFM Wealth Partners's Bank of New York Mellon position peaked at $6K in Q4 2019.
  • 897 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.