WP
BNY

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

WealthPLAN 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
2023
Q3 		– Sell
-1,142
Closed -$50.8K – 397
2023
Q2 		$50.8K Sell
1,142
-76
-6% -$3.26K 0.01% 506
2023
Q1 		$55.4K Buy
+1,218
New +$59.1K 0.01% 536
2017
Q2 		– Sell
-238
Closed -$11.2K – 207
2017
Q1 		$11.2K Buy
+238
New +$11.1K 0.04% 255
2016
Q3 		$28.8K Sell
716
-711
-50% -$28.4K 0.01% 417
2016
Q2 		$27.8K Buy
+1,427
New +$56.8K ﹤0.01% 1211
2015
Q4 		$26.3K Buy
+1,706
New +$71.7K ﹤0.01% 815
2015
Q2 		$37K Sell
878
-231
-21% -$9.84K 0.02% 204
2015
Q1 		$44K Buy
+1,109
New +$43.2K 0.02% 251

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return