Claris Advisors’s Bank of New York Mellon BNY Stock Holding History

Claris 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 Q4	–	Sell	-18	Closed	-$1.29K	–	202
2024 Q3	$1.29K	Buy	+18	New	+$1.18K	﹤0.01%	378

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Claris Advisors's BNY Position: Q4 2024 in Review

Claris Advisors sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 18 shares — an estimated $1.29K sold.

Claris Advisors first reported a position in BNY in Q3 2024 and held it in 1 quarter. The position peaked at $1.29K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Claris Advisors reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 18 Bank of New York Mellon shares in Q4 2024, an estimated $1.29K.
Claris Advisors first reported a position in Bank of New York Mellon in Q3 2024 and held it in 1 quarter.
Claris Advisors's Bank of New York Mellon position peaked at $1.29K in Q3 2024.
1,436 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.