Tucker Asset Management’s Bank of New York Mellon BNY Stock Holding History

Tucker Asset 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
2024 Q4	–	Sell	-70	Closed	-$5.03K	–	1548
2024 Q3	$5.03K	Hold	70	–	–	﹤0.01%	918
2024 Q2	$4.19K	Hold	70	–	–	﹤0.01%	1124
2024 Q1	$4.03K	Hold	70	–	–	﹤0.01%	1150
2023 Q4	$3.64K	Hold	70	–	–	﹤0.01%	987
2023 Q3	$2.99K	Hold	70	–	–	﹤0.01%	949
2023 Q2	$3.12K	Sell	70 -131	-65%	-$5.62K	﹤0.01%	769
2023 Q1	$9.13K	Buy	201 +131	+187%	+$6.35K	﹤0.01%	570
2022 Q4	$3.2K	Hold	70	–	–	﹤0.01%	501
2022 Q3	$2.95K	Hold	70	–	–	﹤0.01%	515
2022 Q2	$2.92K	Hold	70	–	–	﹤0.01%	410
2022 Q1	$3.47K	Sell	70 -130	-65%	-$7.39K	﹤0.01%	362
2021 Q4	$11.6K	Hold	200	–	–	﹤0.01%	194
2021 Q3	$11.8K	Hold	200	–	–	﹤0.01%	172
2021 Q2	$10.2K	Hold	200	–	–	﹤0.01%	173
2021 Q1	$9.46K	Hold	200	–	–	0.01%	177
2020 Q4	$8.49K	Buy	+200	New	+$7.68K	0.01%	210

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Tucker Asset Management's BNY Position: Q4 2024 in Review

Tucker Asset Management sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 70 shares — an estimated $5.03K sold.

Tucker Asset Management first reported a position in BNY in Q4 2020 and held it in 16 quarters. The position peaked at $11.8K in Q3 2021. 1,437 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Tucker Asset Management reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
Tucker Asset Management sold 70 Bank of New York Mellon shares in Q4 2024, an estimated $5.03K.
Tucker Asset Management first reported a position in Bank of New York Mellon in Q4 2020 and held it in 16 quarters.
Tucker Asset Management's Bank of New York Mellon position peaked at $11.8K in Q3 2021.
1,437 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.