WR Wealth Planners’s Bank of New York Mellon BNY Stock Holding History

WR Wealth Planners’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 Q4	$21K	Buy	273 +41	+18%	+$3.17K	0.01%	451
2024 Q3	$16.7K	Buy	232 +10	+5%	+$658	﹤0.01%	539
2024 Q2	$13.3K	Buy	222 +68	+44%	+$3.94K	﹤0.01%	532
2024 Q1	$8.87K	Buy	+154	New	+$8.48K	﹤0.01%	617
2023 Q4	–	Sell	-1,275	Closed	-$54.4K	–	248
2023 Q3	$54.4K	Hold	1,275	–	–	0.02%	309
2023 Q2	$56.8K	Buy	1,275 +878	+221%	+$37.7K	0.02%	304
2023 Q1	$18K	Buy	+397	New	+$19.3K	0.01%	445

Other funds holding BNY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

WR Wealth Planners's BNY Position: Q4 2024 in Review

WR Wealth Planners increased its Bank of New York Mellon (BNY) stake by 18% in Q4 2024, buying an estimated $3.17K and bringing the position to 273 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #451.

WR Wealth Planners first reported a position in BNY in Q1 2023 and has held it in 7 quarters since. The position peaked at $56.8K in Q2 2023. 1,437 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

WR Wealth Planners held 273 shares of Bank of New York Mellon worth $21K as of Q4 2024.
WR Wealth Planners bought 41 Bank of New York Mellon shares in Q4 2024, an estimated $3.17K.
Bank of New York Mellon made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #451 holding.
WR Wealth Planners first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Bank of New York Mellon position peaked at $56.8K in Q2 2023.
1,437 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.