HFA
BNY

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

Hoover 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
2021
Q2 		$209K Hold
4,074
– – 0.04% 132
2021
Q1 		$210K Hold
4,074
– – 0.04% 119
2020
Q4 		$190K Buy
+4,074
New +$156K 0.05% 113
2020
Q3 		– Sell
-3,018
Closed -$117K – 223
2020
Q2 		$117K Buy
+3,018
New +$110K 0.04% 126

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Hoover Financial Advisors's BNY Position: Q2 2021 in Review

Hoover Financial Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2021 at 4,074 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #132.

Hoover Financial Advisors first reported a position in BNY in Q2 2020 and has held it in 4 quarters since. The position peaked at $210K in Q1 2021. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

  • Hoover Financial Advisors held 4,074 shares of Bank of New York Mellon worth $209K as of Q2 2021.
  • Hoover Financial Advisors left its Bank of New York Mellon share count unchanged in Q2 2021.
  • Bank of New York Mellon made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #132 holding.
  • Hoover Financial Advisors first reported a position in Bank of New York Mellon in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Bank of New York Mellon position peaked at $210K in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.