Sutton Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Sutton Wealth Advisors’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 Q3	$17.4K	Buy	407 +57	+16%	+$2.54K	0.01%	374
2023 Q2	$15.6K	Hold	350	–	–	0.01%	386
2023 Q1	$15.9K	Sell	350 -3,630	-91%	-$176K	0.01%	342
2022 Q4	$181K	Sell	3,980 -46	-1%	-$1.97K	0.07%	185
2022 Q3	$155K	Sell	4,026 -13	-0.3%	-$554	0.06%	192
2022 Q2	$168K	Sell	4,039 -1,127	-22%	-$50.2K	0.07%	184
2022 Q1	$256K	Buy	5,166 +6	+0.1%	+$341	0.09%	152
2021 Q4	$300K	Hold	5,160	–	–	0.1%	135
2021 Q3	$267K	Buy	5,160 +7	+0.1%	+$364	0.1%	143
2021 Q2	$264K	Hold	5,153	–	–	0.1%	149
2021 Q1	$244K	Buy	5,153 +8	+0.2%	+$352	0.1%	149
2020 Q4	$218K	Buy	5,145 +55	+1%	+$2.11K	0.09%	147
2020 Q3	$175K	Hold	5,090	–	–	0.08%	156
2020 Q2	$197K	Sell	5,090 -235	-4%	-$8.6K	0.1%	140
2020 Q1	$179K	Buy	5,325 +54	+1%	+$2.27K	0.11%	138
2019 Q4	$265K	Hold	5,271	–	–	0.14%	122
2019 Q3	$238K	Hold	5,271	–	–	0.13%	124
2019 Q2	$233K	Hold	5,271	–	–	0.13%	124
2019 Q1	$266K	Hold	5,271	–	–	0.16%	110
2018 Q4	$248K	Buy	5,271 +208	+4%	+$10.1K	0.16%	105
2018 Q3	$258K	Hold	5,063	–	–	0.17%	103
2018 Q2	$273K	Hold	5,063	–	–	0.19%	90
2018 Q1	$261K	Hold	5,063	–	–	0.19%	93
2017 Q4	$273K	Sell	5,063 -2	-0%	-$107	0.2%	87
2017 Q3	$269K	Sell	5,065 -10	-0.2%	-$525	0.21%	84
2017 Q2	$259K	Hold	5,075	–	–	0.21%	80
2017 Q1	$240K	Hold	5,075	–	–	0.2%	80
2016 Q4	$240K	Hold	5,075	–	–	0.22%	79
2016 Q3	$202K	Hold	5,075	–	–	0.18%	93
2016 Q2	$197K	Hold	5,075	–	–	0.19%	92
2016 Q1	$187K	Buy	+5,075	New	+$184K	0.18%	94

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Sutton Wealth Advisors's BNY Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 16% in Q3 2023, buying an estimated $2.54K and bringing the position to 407 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #374.

Sutton Wealth Advisors first reported a position in BNY in Q1 2016 and has held it in 31 quarters since. The position peaked at $300K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold BNY as of Q3 2023.

Sutton Wealth Advisors held 407 shares of Bank of New York Mellon worth $17.4K as of Q3 2023.
Sutton Wealth Advisors bought 57 Bank of New York Mellon shares in Q3 2023, an estimated $2.54K.
Bank of New York Mellon made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #374 holding.
Sutton Wealth Advisors first reported a position in Bank of New York Mellon in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Bank of New York Mellon position peaked at $300K in Q4 2021.
1,081 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.