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

Lyell 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
2023 Q2	–	Sell	-5,115	Closed	-$232K	–	186
2023 Q1	$232K	Hold	5,115	–	–	0.03%	182
2022 Q4	$233K	Buy	+5,115	New	+$219K	0.04%	177
2022 Q3	–	Sell	-5,115	Closed	-$213K	–	192
2022 Q2	$213K	Hold	5,115	–	–	0.03%	180
2022 Q1	$254K	Buy	+5,115	New	+$291K	0.03%	179

Other funds holding BNY

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

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

Norges Bank Oslo, Norway $935B AUM

DSA

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

Lyell Wealth Management's BNY Position: Q2 2023 in Review

Lyell Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2023, closing a stake of 5,115 shares — an estimated $232K sold.

Lyell Wealth Management first reported a position in BNY in Q1 2022 and held it in 4 quarters. The position peaked at $254K in Q1 2022. 1,079 funds tracked by Wall St. Rank hold BNY as of Q2 2023.

Lyell Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2023 after selling out during the quarter.
Lyell Wealth Management sold 5,115 Bank of New York Mellon shares in Q2 2023, an estimated $232K.
Lyell Wealth Management first reported a position in Bank of New York Mellon in Q1 2022 and held it in 4 quarters.
Lyell Wealth Management's Bank of New York Mellon position peaked at $254K in Q1 2022.
1,079 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.