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

Edge 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 Q1	–	Sell	-423	Closed	-$25K	–	148
2021 Q4	$25K	Sell	423 -413	-49%	-$23.7K	﹤0.01%	236
2021 Q3	$43K	Buy	836 +6	+0.7%	+$312	0.01%	193
2021 Q2	$43K	Buy	830 +4	+0.5%	+$200	0.01%	197
2021 Q1	$39K	Hold	826	–	–	0.01%	207
2020 Q4	$35K	Hold	826	–	–	0.01%	205
2020 Q3	$28K	Hold	826	–	–	0.01%	236
2020 Q2	$32K	Hold	826	–	–	0.01%	309
2020 Q1	$28K	Hold	826	–	–	0.01%	288
2019 Q4	$41K	Hold	826	–	–	0.01%	267
2019 Q3	$37K	Hold	826	–	–	0.01%	279
2019 Q2	$36K	Hold	826	–	–	0.01%	286
2019 Q1	$42K	Hold	826	–	–	0.01%	256
2018 Q4	$39K	Hold	826	–	–	0.01%	265
2018 Q3	$42K	Hold	826	–	–	0.01%	272
2018 Q2	$45K	Sell	826 -445	-35%	-$24.6K	0.01%	250
2018 Q1	$65K	Hold	1,271	–	–	0.02%	202
2017 Q4	$68K	Hold	1,271	–	–	0.02%	192
2017 Q3	$67K	Hold	1,271	–	–	0.02%	195
2017 Q2	$66K	Hold	1,271	–	–	0.02%	196
2017 Q1	$60K	Hold	1,271	–	–	0.02%	196
2016 Q4	$60K	Hold	1,271	–	–	0.02%	176
2016 Q3	$51K	Hold	1,271	–	–	0.02%	178
2016 Q2	$49K	Buy	+1,271	New	+$50.6K	0.02%	173

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Edge Wealth Management's BNY Position: Q1 2022 in Review

Edge Wealth Management sold out of Bank of New York Mellon (BNY) in Q1 2022, closing a stake of 423 shares — an estimated $25K sold.

Edge Wealth Management first reported a position in BNY in Q2 2016 and held it in 23 quarters. The position peaked at $68K in Q4 2017. 1,142 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

Edge Wealth Management reported no remaining Bank of New York Mellon position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 423 Bank of New York Mellon shares in Q1 2022, an estimated $25K.
Edge Wealth Management first reported a position in Bank of New York Mellon in Q2 2016 and held it in 23 quarters.
Edge Wealth Management's Bank of New York Mellon position peaked at $68K in Q4 2017.
1,142 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.