JWM
BNY

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

Janiczek 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
2024
Q2 		$26.4K Sell
440
-33
-7% -$1.91K 0.01% 513
2024
Q1 		$27.3K Buy
473
+2
+0.4% +$110 0.01% 514
2023
Q4 		$24.5K Buy
471
+4
+0.9% +$184 0.01% 513
2023
Q3 		$19.9K Hold
467
– – 0.01% 523
2023
Q2 		$20.8K Hold
467
– – 0.01% 455
2023
Q1 		$21.7K Hold
467
– – 0.01% 442
2022
Q4 		$22.5K Sell
467
-117
-20% -$5.02K 0.01% 439
2022
Q3 		$23K Sell
584
-327
-36% -$13.9K 0.01% 427
2022
Q2 		$40K Sell
911
-441
-33% -$19.6K 0.01% 343
2022
Q1 		$67K Sell
1,352
-7
-0.5% -$398 0.02% 261
2021
Q4 		$79K Sell
1,359
-160
-11% -$9.2K 0.02% 224
2021
Q3 		$79K Buy
1,519
+238
+19% +$12.4K 0.03% 209
2021
Q2 		$66K Buy
1,281
+469
+58% +$23.5K 0.02% 204
2021
Q1 		$38K Buy
812
+201
+33% +$8.84K 0.02% 279
2020
Q4 		$26K Buy
611
+581
+1,937% +$22.3K 0.01% 305
2020
Q3 		$1K Buy
+30
New +$1.09K ﹤0.01% 547

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janiczek Wealth Management's BNY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Bank of New York Mellon (BNY) stake by 7% in Q2 2024, selling an estimated $1.91K and leaving 440 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #513.

Janiczek Wealth Management first reported a position in BNY in Q3 2020 and has held it in 16 quarters since. The position peaked at $79K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold BNY as of Q2 2024.

  • Janiczek Wealth Management held 440 shares of Bank of New York Mellon worth $26.4K as of Q2 2024.
  • Janiczek Wealth Management sold 33 Bank of New York Mellon shares in Q2 2024, an estimated $1.91K.
  • Bank of New York Mellon made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #513 holding.
  • Janiczek Wealth Management first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Bank of New York Mellon position peaked at $79K in Q4 2021.
  • 1,247 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.