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 $263B AUM 16.68% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return