Forvis Mazars Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Forvis Mazars Wealth 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
2021 Q1	–	Sell	-14,299	Closed	-$607K	–	287
2020 Q4	$607K	Buy	14,299 +425	+3%	+$16.3K	0.03%	196
2020 Q3	$476K	Buy	13,874 +776	+6%	+$28.3K	0.03%	211
2020 Q2	$506K	Buy	+13,098	New	+$479K	0.03%	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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's BNY Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q1 2021, closing a stake of 14,299 shares — an estimated $607K sold.

Forvis Mazars Wealth Advisors first reported a position in BNY in Q2 2020 and held it in 3 quarters. The position peaked at $607K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold BNY as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining Bank of New York Mellon position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 14,299 Bank of New York Mellon shares in Q1 2021, an estimated $607K.
Forvis Mazars Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2020 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's Bank of New York Mellon position peaked at $607K in Q4 2020.
1,060 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.