SWP
BNY

ShoreHaven Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-377
Closed -$18K – 85
2021
Q1 		$18K Hold
377
– – 0.01% 176
2020
Q4 		$16K Buy
+377
New +$14.5K 0.01% 157

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

ShoreHaven Wealth Partners's BNY Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Bank of New York Mellon (BNY) in Q2 2021, closing a stake of 377 shares — an estimated $18K sold.

ShoreHaven Wealth Partners first reported a position in BNY in Q4 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 1,081 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Bank of New York Mellon position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 377 Bank of New York Mellon shares in Q2 2021, an estimated $18K.
  • ShoreHaven Wealth Partners first reported a position in Bank of New York Mellon in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Bank of New York Mellon position peaked at $18K in Q1 2021.
  • 1,081 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.