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

Tradition 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
2022 Q1	–	Sell	-104	Closed	-$6K	–	1156
2021 Q4	$6K	Hold	104	–	–	﹤0.01%	1009
2021 Q3	$5K	Hold	104	–	–	﹤0.01%	1028
2021 Q2	$5K	Buy	+104	New	+$5.2K	﹤0.01%	1060
2021 Q1	–	Sell	-104	Closed	-$4K	–	822
2020 Q4	$4K	Buy	+104	New	+$3.99K	﹤0.01%	863

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Tradition Wealth Management's BNY Position: Q1 2022 in Review

Tradition Wealth Management sold out of Bank of New York Mellon (BNY) in Q1 2022, closing a stake of 104 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in BNY in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

Tradition Wealth Management reported no remaining Bank of New York Mellon position as of Q1 2022 after selling out during the quarter.
Tradition Wealth Management sold 104 Bank of New York Mellon shares in Q1 2022, an estimated $6K.
Tradition Wealth Management first reported a position in Bank of New York Mellon in Q4 2020 and held it in 4 quarters.
Tradition Wealth Management's Bank of New York Mellon position peaked at $6K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.