HGWM
BNY

Harvest Group Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Harvest Group Wealth Management’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
2020
Q2 		– Sell
-181
Closed -$6K – 507
2020
Q1 		$6K Hold
181
– – 0.01% 242
2019
Q4 		$9K Hold
181
– – 0.01% 256
2019
Q3 		$8K Hold
181
– – 0.01% 287
2019
Q2 		$7K Hold
181
– – 0.01% 277
2019
Q1 		$9K Buy
+181
New +$9.33K 0.01% 252

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's BNY Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2020, closing a stake of 181 shares — an estimated $6K sold.

Harvest Group Wealth Management first reported a position in BNY in Q1 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 944 funds tracked by Wall St. Rank hold BNY as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 181 Bank of New York Mellon shares in Q2 2020, an estimated $6K.
  • Harvest Group Wealth Management first reported a position in Bank of New York Mellon in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Bank of New York Mellon position peaked at $9K in Q4 2019.
  • 944 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.