WA
BNY

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

Win 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
2023
Q1 		– Sell
-647
Closed -$29.4K – 47
2022
Q4 		$29.4K Buy
647
+72
+13% +$3.09K 0.01% 65
2022
Q3 		$22K Sell
575
-8
-1% -$341 0.01% 56
2022
Q2 		$25K Buy
583
+192
+49% +$8.55K 0.05% 72
2022
Q1 		$19K Buy
+391
New +$22.2K 0.01% 116

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Win Advisors's BNY Position: Q1 2023 in Review

Win Advisors sold out of Bank of New York Mellon (BNY) in Q1 2023, closing a stake of 647 shares — an estimated $29.4K sold.

Win Advisors first reported a position in BNY in Q1 2022 and held it in 4 quarters. The position peaked at $29.4K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold BNY as of Q1 2023.

  • Win Advisors reported no remaining Bank of New York Mellon position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 647 Bank of New York Mellon shares in Q1 2023, an estimated $29.4K.
  • Win Advisors first reported a position in Bank of New York Mellon in Q1 2022 and held it in 4 quarters.
  • Win Advisors's Bank of New York Mellon position peaked at $29.4K in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.