RWM
BNY

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

Reston Wealth Management’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
Q4 		– Sell
-4
Closed -$287 – 100
2024
Q3 		$287 Buy
+4
New +$263 ﹤0.01% 427

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reston Wealth Management's BNY Position: Q4 2024 in Review

Reston Wealth Management sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 4 shares — an estimated $287 sold.

Reston Wealth Management first reported a position in BNY in Q3 2024 and held it in 1 quarter. The position peaked at $287 in Q3 2024. 1,437 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • Reston Wealth Management reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 4 Bank of New York Mellon shares in Q4 2024, an estimated $287.
  • Reston Wealth Management first reported a position in Bank of New York Mellon in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Bank of New York Mellon position peaked at $287 in Q3 2024.
  • 1,437 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.