FAIM
BNY

Financial Advocates Investment Management’s Bank of New York Mellon BNY Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-3,040
Closed -$308K – 766
2022
Q3 		$308K Buy
+3,040
New +$130K 0.03% 536

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's BNY Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Bank of New York Mellon (BNY) in Q4 2022, closing a stake of 3,040 shares — an estimated $308K sold.

Financial Advocates Investment Management first reported a position in BNY in Q3 2022 and held it in 1 quarter. The position peaked at $308K in Q3 2022. 1,121 funds tracked by Wall St. Rank hold BNY as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Bank of New York Mellon position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,040 Bank of New York Mellon shares in Q4 2022, an estimated $308K.
  • Financial Advocates Investment Management first reported a position in Bank of New York Mellon in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Bank of New York Mellon position peaked at $308K in Q3 2022.
  • 1,121 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.