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

HC Financial Advisors’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 Q2	$8K	Hold	200	–	–	0.01%	252
2022 Q1	$10K	Hold	200	–	–	0.01%	237
2021 Q4	$12K	Hold	200	–	–	0.01%	236
2021 Q3	$10K	Hold	200	–	–	0.01%	242
2021 Q2	$10K	Hold	200	–	–	0.01%	248
2021 Q1	$9K	Sell	200 -1,200	-86%	-$52.8K	0.01%	262
2020 Q4	$59K	Hold	1,400	–	–	0.04%	127
2020 Q3	$48K	Hold	1,400	–	–	0.03%	126
2020 Q2	$54K	Hold	1,400	–	–	0.04%	105
2020 Q1	$47K	Buy	+1,400	New	+$58.8K	0.04%	112

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

HC Financial Advisors's BNY Position: Q2 2022 in Review

HC Financial Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2022 at 200 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #252.

HC Financial Advisors first reported a position in BNY in Q1 2020 and has held it in 10 quarters since. The position peaked at $59K in Q4 2020. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

HC Financial Advisors held 200 shares of Bank of New York Mellon worth $8K as of Q2 2022.
HC Financial Advisors left its Bank of New York Mellon share count unchanged in Q2 2022.
Bank of New York Mellon made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #252 holding.
HC Financial Advisors first reported a position in Bank of New York Mellon in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Bank of New York Mellon position peaked at $59K in Q4 2020.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.