Gradient Investments’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-279
| Closed | -$16.7K | – | 401 |
|
|
2024
Q2 | $16.7K | Buy |
279
+93
| +50% | +$5.38K | ﹤0.01% | 667 |
|
|
2024
Q1 | $10.7K | Sell |
186
-203
| -52% | -$11.2K | ﹤0.01% | 632 |
|
|
2023
Q4 | $20.3K | Buy |
389
+3
| +0.8% | +$138 | ﹤0.01% | 700 |
|
|
2023
Q3 | $16.5K | Buy |
386
+3
| +0.8% | +$134 | ﹤0.01% | 707 |
|
|
2023
Q2 | $17.1K | Buy |
383
+30
| +8% | +$1.29K | ﹤0.01% | 719 |
|
|
2023
Q1 | $16K | Buy |
353
+2
| +0.6% | +$97 | ﹤0.01% | 713 |
|
|
2022
Q4 | $16K | Sell |
351
-451
| -56% | -$19.3K | ﹤0.01% | 729 |
|
|
2022
Q3 | $31K | Buy |
802
+341
| +74% | +$14.5K | ﹤0.01% | 570 |
|
|
2022
Q2 | $19K | Buy |
461
+34
| +8% | +$1.51K | ﹤0.01% | 654 |
|
|
2022
Q1 | $21K | Sell |
427
-169
| -28% | -$9.61K | ﹤0.01% | 634 |
|
|
2021
Q4 | $35K | Buy |
596
+4
| +0.7% | +$230 | ﹤0.01% | 548 |
|
|
2021
Q3 | $31K | Buy |
592
+3
| +0.5% | +$156 | ﹤0.01% | 563 |
|
|
2021
Q2 | $30K | Sell |
589
-105
| -15% | -$5.25K | ﹤0.01% | 563 |
|
|
2021
Q1 | $33K | Buy |
694
+77
| +12% | +$3.39K | ﹤0.01% | 531 |
|
|
2020
Q4 | $21K | Hold |
617
| – | – | ﹤0.01% | 557 |
|
|
2020
Q3 | $21K | Buy |
617
+45
| +8% | +$1.64K | ﹤0.01% | 560 |
|
|
2020
Q2 | $22K | Buy |
572
+5
| +0.9% | +$183 | ﹤0.01% | 505 |
|
|
2020
Q1 | $19K | Sell |
567
-26
| -4% | -$1.09K | ﹤0.01% | 527 |
|
|
2019
Q4 | $30K | Buy |
593
+4
| +0.7% | +$191 | ﹤0.01% | 493 |
|
|
2019
Q3 | $27K | Buy |
589
+4
| +0.7% | +$178 | ﹤0.01% | 477 |
|
|
2019
Q2 | $26K | Buy |
585
+162
| +38% | +$7.61K | ﹤0.01% | 469 |
|
|
2019
Q1 | $21K | Sell |
423
-390
| -48% | -$20.1K | ﹤0.01% | 435 |
|
|
2018
Q4 | $38K | Buy |
813
+3
| +0.4% | +$146 | ﹤0.01% | 374 |
|
|
2018
Q3 | $41K | Buy |
810
+3
| +0.4% | +$158 | ﹤0.01% | 385 |
|
|
2018
Q2 | $44K | Sell |
807
-23
| -3% | -$1.27K | ﹤0.01% | 355 |
|
|
2018
Q1 | $43K | Sell |
830
-762
| -48% | -$42.4K | ﹤0.01% | 360 |
|
|
2017
Q4 | $86K | Buy |
+1,592
| New | +$84.8K | 0.01% | 292 |
|
|
2017
Q3 | – | Sell |
-153
| Closed | -$8K | – | 277 |
|
|
2017
Q2 | $8K | Hold |
153
| – | – | ﹤0.01% | 513 |
|
|
2017
Q1 | $7K | Buy |
153
+1
| +0.7% | +$47 | ﹤0.01% | 558 |
|
|
2016
Q4 | $7K | Sell |
152
-151
| -50% | -$6.81K | ﹤0.01% | 495 |
|
|
2016
Q3 | $12K | Buy |
303
+152
| +101% | +$6.07K | ﹤0.01% | 425 |
|
|
2016
Q2 | $6K | Buy |
151
+1
| +0.7% | +$40 | ﹤0.01% | 482 |
|
|
2016
Q1 | $6K | Buy |
+150
| New | +$5.44K | ﹤0.01% | 494 |
|
|
2013
Q4 | – | Sell |
-70
| Closed | -$2K | – | 576 |
|
|
2013
Q3 | $2K | Buy |
+70
| New | +$2.15K | ﹤0.01% | 396 |
|
Other funds holding BNY
Gradient Investments's BNY Position: Q3 2024 in Review
Gradient Investments sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 279 shares — an estimated $16.7K sold.
Gradient Investments first reported a position in BNY in Q3 2013 and held it in 34 quarters. The position peaked at $86K in Q4 2017. 1,287 funds tracked by Wall St. Rank hold BNY as of Q3 2024.
- Gradient Investments reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 279 Bank of New York Mellon shares in Q3 2024, an estimated $16.7K.
- Gradient Investments first reported a position in Bank of New York Mellon in Q3 2013 and held it in 34 quarters.
- Gradient Investments's Bank of New York Mellon position peaked at $86K in Q4 2017.
- 1,287 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.