WIA
BNY

Wealthstreet Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Wealthstreet Investment Advisors’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
Q1 		– Sell
-6,200
Closed -$312K – 307
2019
Q4 		$312K Sell
6,200
-200
-3% -$9.54K 0.04% 286
2019
Q3 		$298K Hold
6,400
– – 0.04% 281
2019
Q2 		$283K Buy
6,400
+200
+3% +$9.4K 0.04% 288
2019
Q1 		$313K Hold
6,200
– – 0.04% 273
2018
Q4 		$331K Hold
6,200
– – 0.05% 258
2018
Q3 		$316K Hold
6,200
– – 0.04% 286
2018
Q2 		$334K Hold
6,200
– – 0.04% 275
2018
Q1 		$319K Hold
6,200
– – 0.04% 278
2017
Q4 		$334K Buy
+6,200
New +$330K 0.04% 276

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthstreet Investment Advisors's BNY Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 6,200 shares — an estimated $312K sold.

Wealthstreet Investment Advisors first reported a position in BNY in Q4 2017 and held it in 9 quarters. The position peaked at $334K in Q2 2018. 897 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

  • Wealthstreet Investment Advisors reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 6,200 Bank of New York Mellon shares in Q1 2020, an estimated $312K.
  • Wealthstreet Investment Advisors first reported a position in Bank of New York Mellon in Q4 2017 and held it in 9 quarters.
  • Wealthstreet Investment Advisors's Bank of New York Mellon position peaked at $334K in Q2 2018.
  • 897 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.