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

Lenox Wealth 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 Q1	$1K	Sell	14 -26	-65%	-$1.48K	﹤0.01%	687
2021 Q4	$2K	Buy	40 +26	+186%	+$1.5K	﹤0.01%	695
2021 Q3	$1K	Buy	+14	New	+$728	﹤0.01%	653
2021 Q1	–	Sell	-860	Closed	-$36K	–	684
2020 Q4	$36K	Buy	+860	New	+$33K	0.01%	229
2020 Q1	–	Sell	-4	Closed	–	–	774
2019 Q4	$0	Buy	+4	New	+$191	﹤0.01%	731
2017 Q4	–	Sell	-1	Closed	–	–	391
2017 Q3	$0	Buy	+1	New	+$52	﹤0.01%	240
2016 Q4	–	Sell	-1,886	Closed	-$75K	–	119
2016 Q3	$75K	Hold	1,886	–	–	0.02%	64
2016 Q2	$73K	Hold	1,886	–	–	0.02%	67
2016 Q1	$69K	Hold	1,886	–	–	0.02%	70
2015 Q4	$78K	Hold	1,886	–	–	0.02%	63
2015 Q3	$74K	Buy	1,886 +943	+100%	+$39.2K	0.03%	61
2015 Q2	$40K	Sell	943 -943	-50%	-$40.2K	0.02%	75
2015 Q1	$76K	Hold	1,886	–	–	0.03%	60
2014 Q4	$77K	Hold	1,886	–	–	0.03%	62
2014 Q3	$73K	Hold	1,886	–	–	0.03%	59
2014 Q2	$71K	Hold	1,886	–	–	0.03%	50
2014 Q1	$67K	Hold	1,886	–	–	0.04%	50
2013 Q4	$66K	Buy	+1,886	New	+$61.4K	0.05%	57

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

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

BlackRock New York $5.72T AUM 30.48% 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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Lenox Wealth Advisors's BNY Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 65% in Q1 2022, selling an estimated $1.48K and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Lenox Wealth Advisors first reported a position in BNY in Q4 2013 and has held it in 18 quarters since. The position peaked at $78K in Q4 2015. 1,143 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

Lenox Wealth Advisors held 14 shares of Bank of New York Mellon worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 26 Bank of New York Mellon shares in Q1 2022, an estimated $1.48K.
Bank of New York Mellon made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #687 holding.
Lenox Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2013 and has held it in 18 quarters since.
Lenox Wealth Advisors's Bank of New York Mellon position peaked at $78K in Q4 2015.
1,143 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.