Surevest’s Bank of New York Mellon BNY Stock Holding History

Surevest’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 Q3	$1K	Hold	17	–	–	﹤0.01%	429
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	458
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	434
2021 Q4	$1K	Buy	+17	New	+$978	﹤0.01%	444

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Surevest's BNY Position: Q3 2022 in Review

Surevest held its Bank of New York Mellon (BNY) position steady in Q3 2022 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Surevest first reported a position in BNY in Q4 2021 and has held it in 4 quarters since. 1,029 funds tracked by Wall St. Rank hold BNY as of Q3 2022.

Surevest held 17 shares of Bank of New York Mellon worth $1K as of Q3 2022.
Surevest left its Bank of New York Mellon share count unchanged in Q3 2022.
Bank of New York Mellon made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #429 holding.
Surevest first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 4 quarters since.
1,029 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.