Taylor Hoffman Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-38	Closed	-$1K	–	140
2020 Q2	$1K	Buy	+38	New	+$1.39K	﹤0.01%	371
2020 Q1	–	Sell	-1,138	Closed	-$57K	–	137
2019 Q4	$57K	Hold	1,138	–	–	0.04%	200
2019 Q3	$51K	Hold	1,138	–	–	0.04%	203
2019 Q2	$50K	Hold	1,138	–	–	0.04%	190
2019 Q1	$57K	Hold	1,138	–	–	0.04%	184
2018 Q4	$54K	Hold	1,138	–	–	0.05%	172
2018 Q3	$58K	Hold	1,138	–	–	0.05%	174
2018 Q2	$61K	Hold	1,138	–	–	0.05%	159
2018 Q1	$59K	Hold	1,138	–	–	0.05%	169
2017 Q4	$61K	Buy	+1,138	New	+$60.6K	0.06%	168

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's BNY Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Bank of New York Mellon (BNY) in Q3 2020, closing a stake of 38 shares — an estimated $1K sold.

Taylor Hoffman Wealth Management first reported a position in BNY in Q4 2017 and held it in 10 quarters. The position peaked at $61K in Q2 2018. 917 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Bank of New York Mellon position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 38 Bank of New York Mellon shares in Q3 2020, an estimated $1K.
Taylor Hoffman Wealth Management first reported a position in Bank of New York Mellon in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Bank of New York Mellon position peaked at $61K in Q2 2018.
917 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.