IRAG
BNY

Investment Research & Advisory Group’s Bank of New York Mellon BNY Stock Holding History

Investment Research & Advisory Group’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
2020
Q1 		– Sell
-160
Closed -$8K – 151
2019
Q4 		$8K Buy
+160
New +$7.64K 0.01% 168

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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Investment Research & Advisory Group's BNY Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 160 shares — an estimated $8K sold.

Investment Research & Advisory Group first reported a position in BNY in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 897 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 160 Bank of New York Mellon shares in Q1 2020, an estimated $8K.
  • Investment Research & Advisory Group first reported a position in Bank of New York Mellon in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's Bank of New York Mellon position peaked at $8K in Q4 2019.
  • 897 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.