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WealthPLAN Partners’s BNY Mellon Concentrated International ETF BKCI Stock Holding History

WealthPLAN Partners’s Portfolio BKCI Stock Details BKCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$580 – 398
2023
Q2 		$580 Hold
12
– – ﹤0.01% 1173
2023
Q1 		$559 Buy
+12
New +$539 ﹤0.01% 1243

Other funds holding BKCI

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

WealthPLAN Partners's BKCI Position: Q3 2023 in Review

WealthPLAN Partners sold out of BNY Mellon Concentrated International ETF (BKCI) in Q3 2023, closing a stake of 12 shares — an estimated $580 sold.

WealthPLAN Partners first reported a position in BKCI in Q1 2023 and held it in 2 quarters. The position peaked at $580 in Q2 2023. 13 funds tracked by Wall St. Rank hold BKCI as of Q3 2023.

  • WealthPLAN Partners reported no remaining BNY Mellon Concentrated International ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 12 BNY Mellon Concentrated International ETF shares in Q3 2023, an estimated $580.
  • WealthPLAN Partners first reported a position in BNY Mellon Concentrated International ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's BNY Mellon Concentrated International ETF position peaked at $580 in Q2 2023.
  • 13 funds tracked by Wall St. Rank held BNY Mellon Concentrated International ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.