Latitude Advisors’s Bank of New York Mellon BNY Stock Holding History

Latitude Advisors’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	-9,377	Closed	-$465K	–	157
2022 Q1	$465K	Buy	9,377 +2,177	+30%	+$124K	0.1%	188
2021 Q4	$418K	Sell	7,200 -2	-0%	-$115	0.12%	180
2021 Q3	$373K	Buy	+7,202	New	+$374K	0.12%	173
2021 Q1	–	Sell	-9,639	Closed	-$409K	–	161
2020 Q4	$409K	Buy	+9,639	New	+$370K	0.36%	64

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Latitude Advisors's BNY Position: Q2 2022 in Review

Latitude Advisors sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 9,377 shares — an estimated $465K sold.

Latitude Advisors first reported a position in BNY in Q4 2020 and held it in 4 quarters. The position peaked at $465K in Q1 2022. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

Latitude Advisors reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 9,377 Bank of New York Mellon shares in Q2 2022, an estimated $465K.
Latitude Advisors first reported a position in Bank of New York Mellon in Q4 2020 and held it in 4 quarters.
Latitude Advisors's Bank of New York Mellon position peaked at $465K in Q1 2022.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.