PRW Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-222
Closed -$12K 129
2019
Q1
$12K Hold
222
0.01% 258
2018
Q4
$11K Buy
+222
New +$10.8K 0.01% 275

Other funds holding BNY

PRW Wealth Management's BNY Position: Q2 2019 in Review

PRW Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2019, closing a stake of 222 shares — an estimated $12K sold.

PRW Wealth Management first reported a position in BNY in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 1,002 funds tracked by Wall St. Rank hold BNY as of Q2 2019.

  • PRW Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 222 Bank of New York Mellon shares in Q2 2019, an estimated $12K.
  • PRW Wealth Management first reported a position in Bank of New York Mellon in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Bank of New York Mellon position peaked at $12K in Q1 2019.
  • 1,002 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.