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

Wetzel 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
2024 Q3	–	Sell	-510	Closed	-$29.4K	–	209
2024 Q2	$29.4K	Hold	510	–	–	0.02%	295
2024 Q1	$28.2K	Buy	510 +230	+82%	+$12.7K	0.02%	324
2023 Q4	$15K	Buy	+280	New	+$12.9K	0.01%	428

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wetzel Investment Advisors's BNY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 510 shares — an estimated $29.4K sold.

Wetzel Investment Advisors first reported a position in BNY in Q4 2023 and held it in 3 quarters. The position peaked at $29.4K in Q2 2024. 1,289 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

Wetzel Investment Advisors reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 510 Bank of New York Mellon shares in Q3 2024, an estimated $29.4K.
Wetzel Investment Advisors first reported a position in Bank of New York Mellon in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's Bank of New York Mellon position peaked at $29.4K in Q2 2024.
1,289 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.