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Fort Point Capital Partners’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Fort Point Capital Partners’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,125
Closed -$201K – 287
2023
Q2 		$201K Buy
+7,125
New +$191K 0.03% 267
2022
Q2 		– Sell
-6,930
Closed -$208K – 277
2022
Q1 		$208K Hold
6,930
– – 0.03% 273
2021
Q4 		$219K Buy
+6,930
New +$216K 0.03% 267

Other funds holding BKMC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fort Point Capital Partners's BKMC Position: Q3 2023 in Review

Fort Point Capital Partners sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q3 2023, closing a stake of 7,125 shares — an estimated $201K sold.

Fort Point Capital Partners first reported a position in BKMC in Q4 2021 and held it in 3 quarters. The position peaked at $219K in Q4 2021. 16 funds tracked by Wall St. Rank hold BKMC as of Q3 2023.

  • Fort Point Capital Partners reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Fort Point Capital Partners sold 7,125 BNY Mellon US Mid Cap Core Equity ETF shares in Q3 2023, an estimated $201K.
  • Fort Point Capital Partners first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q4 2021 and held it in 3 quarters.
  • Fort Point Capital Partners's BNY Mellon US Mid Cap Core Equity ETF position peaked at $219K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q3 2023.

Based on Fort Point Capital Partners's 13F filing for Q3 2023, filed 8 Nov 2023.