Intersect Capital’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$540K Buy
+12,958
New +$577K 0.16% 137
2015
Q2
Sell
-120
Closed -$5K 142
2015
Q1
$5K Sell
120
-230
-66% -$8.96K ﹤0.01% 370
2014
Q4
$14K Buy
+350
New +$13.7K 0.01% 315

Other funds holding BNY

Intersect Capital's BNY Position: Q2 2022 in Review

Intersect Capital opened a new position in Bank of New York Mellon (BNY) in Q2 2022: 12,958 shares worth $540K. The stake represents 0.16% of the portfolio and ranks #137 among its holdings. This is a return to the name: Intersect Capital previously reported a position in BNY as recently as Q1 2015.

Intersect Capital first reported a position in BNY in Q4 2014 and has held it in 3 quarters since. 1,053 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

  • Intersect Capital held 12,958 shares of Bank of New York Mellon worth $540K as of Q2 2022.
  • Bank of New York Mellon was a new Intersect Capital position in Q2 2022.
  • Bank of New York Mellon made up 0.16% of Intersect Capital's portfolio in Q2 2022, its #137 holding.
  • Intersect Capital first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 3 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.