Independent Solutions Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Independent Solutions 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
2022 Q2	–	Sell	-5,262	Closed	-$261K	–	221
2022 Q1	$261K	Sell	5,262 -258	-5%	-$14.7K	0.06%	189
2021 Q4	$321K	Buy	5,520 +149	+3%	+$8.57K	0.08%	175
2021 Q3	$278K	Buy	5,371 +655	+14%	+$34K	0.07%	183
2021 Q2	$242K	Buy	+4,716	New	+$236K	0.06%	193

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

Independent Solutions Wealth Management's BNY Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 5,262 shares — an estimated $261K sold.

Independent Solutions Wealth Management first reported a position in BNY in Q2 2021 and held it in 4 quarters. The position peaked at $321K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

Independent Solutions Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 5,262 Bank of New York Mellon shares in Q2 2022, an estimated $261K.
Independent Solutions Wealth Management first reported a position in Bank of New York Mellon in Q2 2021 and held it in 4 quarters.
Independent Solutions Wealth Management's Bank of New York Mellon position peaked at $321K in Q4 2021.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.