TD Ameritrade Investment Management’s Bank of New York Mellon BNY Stock Holding History

TD Ameritrade Investment 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
2022 Q2	–	Sell	-149	Closed	-$7K	–	610
2022 Q1	$7K	Buy	+149	New	+$8.47K	﹤0.01%	519
2020 Q1	–	Sell	-1,891	Closed	-$95K	–	617
2019 Q4	$95K	Buy	1,891 +772	+69%	+$36.8K	﹤0.01%	247
2019 Q3	$51K	Buy	1,119 +853	+321%	+$38K	﹤0.01%	286
2019 Q2	$12K	Buy	266 +241	+964%	+$11.3K	﹤0.01%	360
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	540
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	554
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	524
2018 Q2	$1K	Buy	+25	New	+$1.38K	﹤0.01%	406

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

TD Ameritrade Investment Management's BNY Position: Q2 2022 in Review

TD Ameritrade Investment Management sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 149 shares — an estimated $7K sold.

TD Ameritrade Investment Management first reported a position in BNY in Q2 2018 and held it in 8 quarters. The position peaked at $95K in Q4 2019. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

TD Ameritrade Investment Management reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
TD Ameritrade Investment Management sold 149 Bank of New York Mellon shares in Q2 2022, an estimated $7K.
TD Ameritrade Investment Management first reported a position in Bank of New York Mellon in Q2 2018 and held it in 8 quarters.
TD Ameritrade Investment Management's Bank of New York Mellon position peaked at $95K in Q4 2019.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.