Global Wealth Management Investment Advisory’s Bank of New York Mellon BNY Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-15	Closed	-$1K	–	175
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	445
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	447
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	420
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	438
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	414
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	435
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	422
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	408
2020 Q2	$1K	Buy	+15	New	+$549	﹤0.01%	548
2019 Q4	–	Sell	-41	Closed	-$2K	–	611
2019 Q3	$2K	Hold	41	–	–	﹤0.01%	493
2019 Q2	$2K	Hold	41	–	–	﹤0.01%	540
2019 Q1	$2K	Hold	41	–	–	﹤0.01%	526
2018 Q4	$2K	Buy	+41	New	+$1.99K	﹤0.01%	566

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's BNY Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Bank of New York Mellon (BNY) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in BNY in Q4 2018 and held it in 13 quarters. The position peaked at $2K in Q3 2019. 1,030 funds tracked by Wall St. Rank hold BNY as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Bank of New York Mellon position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 15 Bank of New York Mellon shares in Q3 2022, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Bank of New York Mellon in Q4 2018 and held it in 13 quarters.
Global Wealth Management Investment Advisory's Bank of New York Mellon position peaked at $2K in Q3 2019.
1,030 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.