RWMG
BNY

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

Redwood Wealth Management Group’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
-505
Closed -$30.2K – 274
2024
Q2 		$30.2K Buy
+505
New +$29.2K 0.02% 380

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Redwood Wealth Management Group's BNY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 505 shares — an estimated $30.2K sold.

Redwood Wealth Management Group first reported a position in BNY in Q2 2024 and held it in 1 quarter. The position peaked at $30.2K in Q2 2024. 1,289 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 505 Bank of New York Mellon shares in Q3 2024, an estimated $30.2K.
  • Redwood Wealth Management Group first reported a position in Bank of New York Mellon in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Bank of New York Mellon position peaked at $30.2K in Q2 2024.
  • 1,289 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.