Sanford Advisory Services’s Bank of New York Mellon BNY Stock Holding History

Sanford Advisory Services’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
2022 Q2	–	Sell	-4,037	Closed	-$200K	–	116
2022 Q1	$200K	Hold	4,037	–	–	0.05%	109
2021 Q4	$234K	Hold	4,037	–	–	0.05%	98
2021 Q3	$209K	Hold	4,037	–	–	0.05%	105
2021 Q2	$207K	Buy	+4,037	New	+$202K	0.05%	101

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanford Advisory Services's BNY Position: Q2 2022 in Review

Sanford Advisory Services sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 4,037 shares — an estimated $200K sold.

Sanford Advisory Services first reported a position in BNY in Q2 2021 and held it in 4 quarters. The position peaked at $234K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

Sanford Advisory Services reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
Sanford Advisory Services sold 4,037 Bank of New York Mellon shares in Q2 2022, an estimated $200K.
Sanford Advisory Services first reported a position in Bank of New York Mellon in Q2 2021 and held it in 4 quarters.
Sanford Advisory Services's Bank of New York Mellon position peaked at $234K in Q4 2021.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Sanford Advisory Services's 13F filing for Q2 2022, filed 28 Jul 2022.