Moisand Fitzgerald Tamayo’s Bank of New York Mellon BNY Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-48	Closed	-$2.05K	–	669
2023 Q3	$2.05K	Hold	48	–	–	﹤0.01%	554
2023 Q2	$2.14K	Hold	48	–	–	﹤0.01%	536
2023 Q1	$2.18K	Hold	48	–	–	﹤0.01%	542
2022 Q4	$2.19K	Buy	+48	New	+$2.06K	﹤0.01%	541
2022 Q3	–	Sell	-21	Closed	-$1K	–	711
2022 Q2	$1K	Sell	21 -21	-50%	-$935	﹤0.01%	473
2022 Q1	$2K	Buy	+42	New	+$2.39K	﹤0.01%	364
2021 Q3	–	Sell	-700	Closed	-$36K	–	374
2021 Q2	$36K	Buy	+700	New	+$35K	0.01%	171

Other funds holding BNY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

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

Moisand Fitzgerald Tamayo's BNY Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Bank of New York Mellon (BNY) in Q4 2023, closing a stake of 48 shares — an estimated $2.05K sold.

Moisand Fitzgerald Tamayo first reported a position in BNY in Q2 2021 and held it in 7 quarters. The position peaked at $36K in Q2 2021. 1,165 funds tracked by Wall St. Rank hold BNY as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Bank of New York Mellon position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 48 Bank of New York Mellon shares in Q4 2023, an estimated $2.05K.
Moisand Fitzgerald Tamayo first reported a position in Bank of New York Mellon in Q2 2021 and held it in 7 quarters.
Moisand Fitzgerald Tamayo's Bank of New York Mellon position peaked at $36K in Q2 2021.
1,165 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.