HA
BNY

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

Herold 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 		– Sell
-1,185
Closed -$58.8K – 241
2022
Q1 		$58.8K Buy
+1,185
New +$67.4K 0.02% 356

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Herold Advisors's BNY Position: Q2 2022 in Review

Herold Advisors sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 1,185 shares — an estimated $58.8K sold.

Herold Advisors first reported a position in BNY in Q1 2022 and held it in 1 quarter. The position peaked at $58.8K in Q1 2022. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

  • Herold Advisors reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,185 Bank of New York Mellon shares in Q2 2022, an estimated $58.8K.
  • Herold Advisors first reported a position in Bank of New York Mellon in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Bank of New York Mellon position peaked at $58.8K in Q1 2022.
  • 1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.