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

Pacific Capital 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
2024 Q3	–	Sell	-201	Closed	-$12K	–	508
2024 Q2	$12K	Buy	+201	New	+$11.6K	﹤0.01%	294

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacific Capital Wealth Advisors's BNY Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 201 shares — an estimated $12K sold.

Pacific Capital Wealth Advisors first reported a position in BNY in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 1,288 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

Pacific Capital Wealth Advisors reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 201 Bank of New York Mellon shares in Q3 2024, an estimated $12K.
Pacific Capital Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Bank of New York Mellon position peaked at $12K in Q2 2024.
1,288 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.