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

IndexIQ 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 Q1	$626K	Sell	12,602 -62,338	-83%	-$3.54M	0.02%	356
2021 Q4	$4.35M	Buy	74,940 +796	+1%	+$45.8K	0.15%	113
2021 Q3	$3.84M	Sell	74,144 -255	-0.3%	-$13.3K	0.13%	126
2021 Q2	$3.81M	Sell	74,399 -179	-0.2%	-$8.96K	0.13%	119
2021 Q1	$3.53M	Buy	74,578 +6,963	+10%	+$306K	0.12%	128
2020 Q4	$2.87M	Buy	67,615 +5,445	+9%	+$209K	0.11%	142
2020 Q3	$2.13M	Buy	62,170 +3,289	+6%	+$120K	0.09%	166
2020 Q2	$2.28M	Buy	+58,881	New	+$2.15M	0.1%	147
2020 Q1	–	Sell	-83,190	Closed	-$4.19M	–	1053
2019 Q4	$4.19M	Buy	83,190 +18,267	+28%	+$872K	0.15%	138
2019 Q3	$2.94M	Sell	64,923 -22,208	-25%	-$989K	0.1%	157
2019 Q2	$3.85M	Sell	87,131 -1,122	-1%	-$52.7K	0.12%	146
2019 Q1	$4.45M	Sell	88,253 -47,744	-35%	-$2.46M	0.13%	133
2018 Q4	$6.4M	Buy	135,997 +49,440	+57%	+$2.4M	0.18%	94
2018 Q3	$4.41M	Sell	86,557 -41,708	-33%	-$2.19M	0.14%	120
2018 Q2	$6.92M	Buy	128,265 +42,675	+50%	+$2.35M	0.21%	83
2018 Q1	$4.41M	Buy	85,590 +69,310	+426%	+$3.86M	0.14%	108
2017 Q4	$877K	Buy	+16,280	New	+$867K	0.03%	419

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

IndexIQ Advisors's BNY Position: Q1 2022 in Review

IndexIQ Advisors reduced its Bank of New York Mellon (BNY) stake by 83% in Q1 2022, selling an estimated $3.54M and leaving 12,602 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #356.

IndexIQ Advisors first reported a position in BNY in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.92M in Q2 2018. 1,142 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

IndexIQ Advisors held 12,602 shares of Bank of New York Mellon worth $626K as of Q1 2022.
IndexIQ Advisors sold 62,338 Bank of New York Mellon shares in Q1 2022, an estimated $3.54M.
Bank of New York Mellon made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #356 holding.
IndexIQ Advisors first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 17 quarters since.
IndexIQ Advisors's Bank of New York Mellon position peaked at $6.92M in Q2 2018.
1,142 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.