KFS
BNY

Kaizen Financial Strategies’s Bank of New York Mellon BNY Stock Holding History

Kaizen Financial Strategies’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
-4,090
Closed -$203K – 124
2022
Q1 		$203K Sell
4,090
-310
-7% -$17.6K 0.16% 127
2021
Q4 		$256K Buy
+4,400
New +$253K 0.19% 115

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Financial Strategies's BNY Position: Q2 2022 in Review

Kaizen Financial Strategies sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 4,090 shares — an estimated $203K sold.

Kaizen Financial Strategies first reported a position in BNY in Q4 2021 and held it in 2 quarters. The position peaked at $256K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

  • Kaizen Financial Strategies reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 4,090 Bank of New York Mellon shares in Q2 2022, an estimated $203K.
  • Kaizen Financial Strategies first reported a position in Bank of New York Mellon in Q4 2021 and held it in 2 quarters.
  • Kaizen Financial Strategies's Bank of New York Mellon position peaked at $256K in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Kaizen Financial Strategies's 13F filing for Q2 2022, filed 18 Jul 2022.