Wealthcare Capital Management’s Bank of New York Mellon BNY Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-157	Closed	-$7K	–	147
2021 Q1	$7K	Buy	+157	New	+$6.91K	﹤0.01%	316
2020 Q2	–	Sell	-111	Closed	-$4K	–	74
2020 Q1	$4K	Buy	111 +32	+41%	+$1.34K	﹤0.01%	179
2019 Q4	$4K	Buy	+79	New	+$3.77K	﹤0.01%	274
2015 Q3	–	Sell	-115	Closed	-$5K	–	255
2015 Q2	$5K	Sell	115 -48	-29%	-$2.04K	﹤0.01%	253
2015 Q1	$7K	Buy	+163	New	+$6.35K	﹤0.01%	556

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Wealthcare Capital Management's BNY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Bank of New York Mellon (BNY) in Q2 2021, closing a stake of 157 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in BNY in Q1 2015 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

Wealthcare Capital Management reported no remaining Bank of New York Mellon position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 157 Bank of New York Mellon shares in Q2 2021, an estimated $7K.
Wealthcare Capital Management first reported a position in Bank of New York Mellon in Q1 2015 and held it in 5 quarters.
Wealthcare Capital Management's Bank of New York Mellon position peaked at $7K in Q1 2021.
1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.