MPS Loria Financial Planners’s Bank of New York Mellon BNY Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-345	Closed	-$16K	–	154
2021 Q1	$16K	Hold	345	–	–	0.01%	252
2020 Q4	$14K	Buy	345 +61	+21%	+$2.34K	0.01%	265
2020 Q3	$10K	Hold	284	–	–	0.01%	235
2020 Q2	$11K	Buy	+284	New	+$10.4K	0.01%	240
2017 Q3	–	Sell	-284	Closed	-$15K	–	110
2017 Q2	$15K	Buy	+284	New	+$13.6K	0.01%	256

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

MPS Loria Financial Planners's BNY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Bank of New York Mellon (BNY) in Q2 2021, closing a stake of 345 shares — an estimated $16K sold.

MPS Loria Financial Planners first reported a position in BNY in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q1 2021. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

MPS Loria Financial Planners reported no remaining Bank of New York Mellon position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 345 Bank of New York Mellon shares in Q2 2021, an estimated $16K.
MPS Loria Financial Planners first reported a position in Bank of New York Mellon in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Bank of New York Mellon position peaked at $16K in Q1 2021.
1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.