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Patriot Financial Group Insurance Agency’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BKAG Stock Details BKAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,107
Closed -$294K – 433
2022
Q3 		$294K Buy
+7,107
New +$308K 0.07% 303

Other funds holding BKAG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BKAG Position: Q4 2022 in Review

Patriot Financial Group Insurance Agency sold out of BNY Mellon Core Bond ETF (BKAG) in Q4 2022, closing a stake of 7,107 shares — an estimated $294K sold.

Patriot Financial Group Insurance Agency first reported a position in BKAG in Q3 2022 and held it in 1 quarter. The position peaked at $294K in Q3 2022. 26 funds tracked by Wall St. Rank hold BKAG as of Q4 2022.

  • Patriot Financial Group Insurance Agency reported no remaining BNY Mellon Core Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,107 BNY Mellon Core Bond ETF shares in Q4 2022, an estimated $294K.
  • Patriot Financial Group Insurance Agency first reported a position in BNY Mellon Core Bond ETF in Q3 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's BNY Mellon Core Bond ETF position peaked at $294K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q4 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2022, filed 17 Jan 2023.