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Keener Financial Planning’s BNY Mellon International Equity ETF BKIE Stock Holding History

Keener Financial Planning’s Portfolio BKIE Stock Details BKIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,899
Closed -$45K – 191
2023
Q4 		$45K Buy
+1,899
New +$42.1K 0.03% 99

Other funds holding BKIE

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keener Financial Planning's BKIE Position: Q1 2024 in Review

Keener Financial Planning sold out of BNY Mellon International Equity ETF (BKIE) in Q1 2024, closing a stake of 1,899 shares — an estimated $45K sold.

Keener Financial Planning first reported a position in BKIE in Q4 2023 and held it in 1 quarter. The position peaked at $45K in Q4 2023. 41 funds tracked by Wall St. Rank hold BKIE as of Q1 2024.

  • Keener Financial Planning reported no remaining BNY Mellon International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 1,899 BNY Mellon International Equity ETF shares in Q1 2024, an estimated $45K.
  • Keener Financial Planning first reported a position in BNY Mellon International Equity ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's BNY Mellon International Equity ETF position peaked at $45K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held BNY Mellon International Equity ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.