YWP
BNY

YorkBridge Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-6,860
Closed -$236K – 216
2020
Q3 		$236K Hold
6,860
– – 0.1% 157
2020
Q2 		$265K Hold
6,860
– – 0.12% 144
2020
Q1 		$231K Hold
6,860
– – 0.14% 138
2019
Q4 		$345K Hold
6,860
– – 0.16% 132
2019
Q3 		$310K Sell
6,860
-892
-12% -$39.7K 0.16% 132
2019
Q2 		$342K Sell
7,752
-3,672
-32% -$173K 0.15% 125
2019
Q1 		$576K Sell
11,424
-31
-0.3% -$1.6K 0.27% 84
2018
Q4 		$539K Buy
11,455
+29
+0.3% +$1.41K 0.29% 86
2018
Q3 		$593K Buy
11,426
+142
+1% +$7.47K 0.27% 86
2018
Q2 		$609K Buy
11,284
+568
+5% +$31.3K 0.27% 87
2018
Q1 		$557K Buy
10,716
+500
+5% +$27.8K 0.26% 91
2017
Q4 		$556K Buy
10,216
+1,340
+15% +$71.4K 0.27% 89
2017
Q3 		$471K Sell
8,876
-957
-10% -$50.2K 0.24% 91
2017
Q2 		$510K Sell
9,833
-383
-4% -$18.3K 0.27% 84
2017
Q1 		$481K Buy
10,216
+5,888
+136% +$275K 0.25% 88
2016
Q4 		$205K Buy
+4,328
New +$195K 0.12% 155

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

YorkBridge Wealth Partners's BNY Position: Q4 2020 in Review

YorkBridge Wealth Partners sold out of Bank of New York Mellon (BNY) in Q4 2020, closing a stake of 6,860 shares — an estimated $236K sold.

YorkBridge Wealth Partners first reported a position in BNY in Q4 2016 and held it in 16 quarters. The position peaked at $609K in Q2 2018. 1,010 funds tracked by Wall St. Rank hold BNY as of Q4 2020.

  • YorkBridge Wealth Partners reported no remaining Bank of New York Mellon position as of Q4 2020 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 6,860 Bank of New York Mellon shares in Q4 2020, an estimated $236K.
  • YorkBridge Wealth Partners first reported a position in Bank of New York Mellon in Q4 2016 and held it in 16 quarters.
  • YorkBridge Wealth Partners's Bank of New York Mellon position peaked at $609K in Q2 2018.
  • 1,010 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2020, filed 19 Jan 2021.