TFO Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-8	Closed	-$461	–	144
2024 Q1	$461	Sell	8 -10	-56%	-$551	﹤0.01%	284
2023 Q4	$937	Hold	18	–	–	﹤0.01%	208
2023 Q3	$801	Buy	18 +10	+125%	+$446	﹤0.01%	332
2023 Q2	$356	Hold	8	–	–	﹤0.01%	363
2023 Q1	$364	Sell	8 -551	-99%	-$26.7K	﹤0.01%	316
2022 Q4	$18.5K	Buy	+559	New	+$24K	﹤0.01%	88
2022 Q3	–	Sell	-15	Closed	-$1K	–	176
2022 Q2	$1K	Buy	+15	New	+$668	﹤0.01%	380

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

TFO Wealth Partners's BNY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Bank of New York Mellon (BNY) in Q2 2024, closing a stake of 8 shares — an estimated $461 sold.

TFO Wealth Partners first reported a position in BNY in Q2 2022 and held it in 7 quarters. The position peaked at $18.5K in Q4 2022. 1,248 funds tracked by Wall St. Rank hold BNY as of Q2 2024.

TFO Wealth Partners reported no remaining Bank of New York Mellon position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 8 Bank of New York Mellon shares in Q2 2024, an estimated $461.
TFO Wealth Partners first reported a position in Bank of New York Mellon in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's Bank of New York Mellon position peaked at $18.5K in Q4 2022.
1,248 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.