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

Ten Capital 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 Q2	–	Sell	-1,239	Closed	-$56.3K	–	224
2023 Q1	$56.3K	Buy	+1,239	New	+$60.1K	0.02%	210
2022 Q4	–	Sell	-62	Closed	-$2K	–	600
2022 Q3	$2K	Buy	+62	New	+$2.64K	﹤0.01%	477

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ten Capital Wealth Advisors's BNY Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q2 2023, closing a stake of 1,239 shares — an estimated $56.3K sold.

Ten Capital Wealth Advisors first reported a position in BNY in Q3 2022 and held it in 2 quarters. The position peaked at $56.3K in Q1 2023. 1,079 funds tracked by Wall St. Rank hold BNY as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Bank of New York Mellon position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,239 Bank of New York Mellon shares in Q2 2023, an estimated $56.3K.
Ten Capital Wealth Advisors first reported a position in Bank of New York Mellon in Q3 2022 and held it in 2 quarters.
Ten Capital Wealth Advisors's Bank of New York Mellon position peaked at $56.3K in Q1 2023.
1,079 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.