WAM
BNY

Wealthspire Advisors (Maryland)’s Bank of New York Mellon BNY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$233K Buy
+6,784
New +$247K 0.01% 411
2019
Q2 		– Sell
-5,266
Closed -$266K – 647
2019
Q1 		$266K Buy
5,266
+107
+2% +$5.51K 0.02% 383
2018
Q4 		$243K Buy
5,159
+501
+11% +$24.3K 0.02% 365
2018
Q3 		$238K Buy
4,658
+504
+12% +$26.5K 0.02% 415
2018
Q2 		$224K Buy
4,154
+452
+12% +$24.9K 0.02% 430
2018
Q1 		$191K Sell
3,702
-987
-21% -$54.9K 0.02% 484
2017
Q4 		$253K Buy
4,689
+1,194
+34% +$63.6K 0.02% 413
2017
Q3 		$185K Buy
3,495
+18
+0.5% +$945 0.02% 500
2017
Q2 		$177K Buy
3,477
+1,280
+58% +$61.2K 0.02% 497
2017
Q1 		$104K Buy
2,197
+92
+4% +$4.3K 0.01% 586
2016
Q4 		$100K Buy
2,105
+212
+11% +$9.56K 0.02% 578
2016
Q3 		$75K Sell
1,893
-950
-33% -$37.9K 0.01% 661
2016
Q2 		$110K Buy
2,843
+972
+52% +$38.7K 0.02% 513
2016
Q1 		$69K Sell
1,871
-41
-2% -$1.49K 0.01% 619
2015
Q4 		$79K Buy
+1,912
New +$80.3K 0.01% 588

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BNY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Bank of New York Mellon (BNY) in Q3 2020: 6,784 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in BNY as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in BNY in Q4 2015 and has held it in 15 quarters since. The position peaked at $266K in Q1 2019. 917 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,784 shares of Bank of New York Mellon worth $233K as of Q3 2020.
  • Bank of New York Mellon was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Bank of New York Mellon made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #411 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 15 quarters since.
  • Wealthspire Advisors (Maryland)'s Bank of New York Mellon position peaked at $266K in Q1 2019.
  • 917 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.