Greenup Street Wealth Management’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
2023
Q4
Sell
-15,747
Closed -$672K 85
2023
Q3
$672K Buy
15,747
+4,224
+37% +$188K 0.22% 56
2023
Q2
$513K Buy
+11,523
New +$494K 0.14% 77

Other funds holding BNY

Greenup Street Wealth Management's BNY Position: Q4 2023 in Review

Greenup Street Wealth Management sold out of Bank of New York Mellon (BNY) in Q4 2023, closing a stake of 15,747 shares — an estimated $672K sold.

Greenup Street Wealth Management first reported a position in BNY in Q2 2023 and held it in 2 quarters. The position peaked at $672K in Q3 2023. 1,165 funds tracked by Wall St. Rank hold BNY as of Q4 2023.

  • Greenup Street Wealth Management reported no remaining Bank of New York Mellon position as of Q4 2023 after selling out during the quarter.
  • Greenup Street Wealth Management sold 15,747 Bank of New York Mellon shares in Q4 2023, an estimated $672K.
  • Greenup Street Wealth Management first reported a position in Bank of New York Mellon in Q2 2023 and held it in 2 quarters.
  • Greenup Street Wealth Management's Bank of New York Mellon position peaked at $672K in Q3 2023.
  • 1,165 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2023.

Based on Greenup Street Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.