PCMC
BNY

Planning Capital Management Corporation’s Bank of New York Mellon BNY Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-116
Closed -$6.04K – 653
2023
Q4 		$6.04K Buy
+116
New +$5.34K ﹤0.01% 461

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Planning Capital Management Corporation's BNY Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Bank of New York Mellon (BNY) in Q1 2024, closing a stake of 116 shares — an estimated $6.04K sold.

Planning Capital Management Corporation first reported a position in BNY in Q4 2023 and held it in 1 quarter. The position peaked at $6.04K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold BNY as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Bank of New York Mellon position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 116 Bank of New York Mellon shares in Q1 2024, an estimated $6.04K.
  • Planning Capital Management Corporation first reported a position in Bank of New York Mellon in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Bank of New York Mellon position peaked at $6.04K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.