TWP
BNY

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

Triad 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
Q3 		– Sell
-28
Closed -$1.68K – 152
2024
Q2 		$1.68K Buy
+28
New +$1.62K ﹤0.01% 792

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's BNY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 28 shares — an estimated $1.68K sold.

Triad Wealth Partners first reported a position in BNY in Q2 2024 and held it in 1 quarter. The position peaked at $1.68K in Q2 2024. 1,288 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 28 Bank of New York Mellon shares in Q3 2024, an estimated $1.68K.
  • Triad Wealth Partners first reported a position in Bank of New York Mellon in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Bank of New York Mellon position peaked at $1.68K in Q2 2024.
  • 1,288 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.