Spartan Planning & Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Spartan Planning & 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 Q4	$138K	Buy	2,655 +2,650	+53,000%	+$122K	0.15%	76
2023 Q3	$213	Buy	+5	New	+$223	﹤0.01%	142
2022 Q4	$111K	Buy	+2,436	New	+$104K	0.14%	78
2022 Q2	–	Sell	-212	Closed	-$11K	–	97
2022 Q1	$11K	Buy	+212	New	+$12.1K	0.01%	109

Other funds holding BNY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

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

Spartan Planning & Wealth Management's BNY Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Bank of New York Mellon (BNY) stake by 53,000% in Q4 2023, buying an estimated $122K and bringing the position to 2,655 shares worth $138K. The position accounts for 0.15% of the portfolio, ranked #76.

Spartan Planning & Wealth Management first reported a position in BNY in Q1 2022 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold BNY as of Q4 2023.

Spartan Planning & Wealth Management held 2,655 shares of Bank of New York Mellon worth $138K as of Q4 2023.
Spartan Planning & Wealth Management bought 2,650 Bank of New York Mellon shares in Q4 2023, an estimated $122K.
Bank of New York Mellon made up 0.15% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #76 holding.
Spartan Planning & Wealth Management first reported a position in Bank of New York Mellon in Q1 2022 and has held it in 4 quarters since.
1,165 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.