Truepoint Inc’s Bank of New York Mellon BNY Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-4,480	Closed	-$233K	–	132
2023 Q4	$233K	Buy	+4,480	New	+$206K	0.01%	208

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

DSA

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

Truepoint Inc's BNY Position: Q1 2024 in Review

Truepoint Inc sold out of Bank of New York Mellon (BNY) in Q1 2024, closing a stake of 4,480 shares — an estimated $233K sold.

Truepoint Inc first reported a position in BNY in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 1,251 funds tracked by Wall St. Rank hold BNY as of Q1 2024.

Truepoint Inc reported no remaining Bank of New York Mellon position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 4,480 Bank of New York Mellon shares in Q1 2024, an estimated $233K.
Truepoint Inc first reported a position in Bank of New York Mellon in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Bank of New York Mellon position peaked at $233K in Q4 2023.
1,251 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.