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

Sculati 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
2023 Q1	–	Sell	-4,835	Closed	-$220K	–	115
2022 Q4	$220K	Sell	4,835 -16,720	-78%	-$717K	0.12%	98
2022 Q3	$830K	Buy	21,555 +220	+1%	+$9.38K	0.49%	61
2022 Q2	$890K	Buy	21,335 +3,740	+21%	+$167K	0.51%	63
2022 Q1	$873K	Buy	17,595 +5,025	+40%	+$286K	0.43%	70
2021 Q4	$730K	Buy	12,570 +4,955	+65%	+$285K	0.35%	76
2021 Q3	$395K	Buy	+7,615	New	+$396K	0.21%	88

Other funds holding BNY

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Sculati Wealth Management's BNY Position: Q1 2023 in Review

Sculati Wealth Management sold out of Bank of New York Mellon (BNY) in Q1 2023, closing a stake of 4,835 shares — an estimated $220K sold.

Sculati Wealth Management first reported a position in BNY in Q3 2021 and held it in 6 quarters. The position peaked at $890K in Q2 2022. 1,126 funds tracked by Wall St. Rank hold BNY as of Q1 2023.

Sculati Wealth Management reported no remaining Bank of New York Mellon position as of Q1 2023 after selling out during the quarter.
Sculati Wealth Management sold 4,835 Bank of New York Mellon shares in Q1 2023, an estimated $220K.
Sculati Wealth Management first reported a position in Bank of New York Mellon in Q3 2021 and held it in 6 quarters.
Sculati Wealth Management's Bank of New York Mellon position peaked at $890K in Q2 2022.
1,126 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2023.

Based on Sculati Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.