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

Cranbrook 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	-901	Closed	-$45K	–	310
2022 Q1	$45K	Hold	901	–	–	0.01%	196
2021 Q4	$52K	Hold	901	–	–	0.01%	184
2021 Q3	$47K	Hold	901	–	–	0.01%	191
2021 Q2	$46K	Hold	901	–	–	0.01%	189
2021 Q1	$43K	Buy	+901	New	+$39.6K	0.01%	193

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

Cranbrook Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 901 shares — an estimated $45K sold.

Cranbrook Wealth Management first reported a position in BNY in Q1 2021 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

Cranbrook Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
Cranbrook Wealth Management sold 901 Bank of New York Mellon shares in Q2 2022, an estimated $45K.
Cranbrook Wealth Management first reported a position in Bank of New York Mellon in Q1 2021 and held it in 5 quarters.
Cranbrook Wealth Management's Bank of New York Mellon position peaked at $52K in Q4 2021.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Cranbrook Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.