SYSTM Wealth Solutions’s Bank of New York Mellon BNY Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	–	Sell	-2,446	Closed	-$146K	–	156
2024 Q2	$146K	Sell	2,446 -914	-27%	-$52.9K	0.03%	216
2024 Q1	$194K	Sell	3,360 -885	-21%	-$48.7K	0.02%	400
2023 Q4	$221K	Sell	4,245 -733	-15%	-$33.8K	0.03%	369
2023 Q3	$212K	Sell	4,978 -1,097	-18%	-$48.9K	0.03%	427
2023 Q2	$270K	Buy	+6,075	New	+$261K	0.04%	402

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYSTM Wealth Solutions's BNY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 2,446 shares — an estimated $146K sold.

SYSTM Wealth Solutions first reported a position in BNY in Q2 2023 and held it in 5 quarters. The position peaked at $270K in Q2 2023. 1,287 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 2,446 Bank of New York Mellon shares in Q3 2024, an estimated $146K.
SYSTM Wealth Solutions first reported a position in Bank of New York Mellon in Q2 2023 and held it in 5 quarters.
SYSTM Wealth Solutions's Bank of New York Mellon position peaked at $270K in Q2 2023.
1,287 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.