FourThought Financial’s Bank of New York Mellon BNY Stock Holding History

FourThought Financial’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 Q3	$2K	Buy	+59	New	+$2.52K	﹤0.01%	1302
2022 Q1	–	Sell	-722	Closed	-$42K	–	1462
2021 Q4	$42K	Sell	722 -49	-6%	-$2.82K	0.01%	709
2021 Q3	$39K	Hold	771	–	–	0.01%	760
2021 Q2	$39K	Hold	771	–	–	0.01%	778
2021 Q1	$36K	Hold	771	–	–	0.01%	765
2020 Q4	$32K	Buy	+771	New	+$29.6K	0.01%	763

Other funds holding BNY

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

FourThought Financial's BNY Position: Q3 2022 in Review

FourThought Financial opened a new position in Bank of New York Mellon (BNY) in Q3 2022: 59 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: FourThought Financial previously reported a position in BNY as recently as Q4 2021.

FourThought Financial first reported a position in BNY in Q4 2020 and has held it in 6 quarters since. The position peaked at $42K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold BNY as of Q3 2022.

FourThought Financial held 59 shares of Bank of New York Mellon worth $2K as of Q3 2022.
Bank of New York Mellon was a new FourThought Financial position in Q3 2022.
Bank of New York Mellon made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1302 holding.
FourThought Financial first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 6 quarters since.
FourThought Financial's Bank of New York Mellon position peaked at $42K in Q4 2021.
1,030 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.