York Bridge Wealth Partners, LLC Bank Of New York Mellon Corp Transaction History

York Bridge Wealth Partners, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 19, 2021	SELL	$34.08 - $42.44 $233,788 - $291,138	-6,860 Closed	0 $0
Q3 2019 Oct 21, 2019	SELL	$40.95 - $47.6 $36,527 - $42,459	-892 Reduced 11.51%	6,860 $310,000
Q2 2019 Jul 18, 2019	SELL	$42.69 - $53.44 $156,757 - $196,231	-3,672 Reduced 32.14%	7,752 $342,000
Q1 2019 May 09, 2019	SELL	$46.56 - $53.98 $1,443 - $1,673	-31 Reduced 0.27%	11,424 $576,000
Q4 2018 Feb 14, 2019	BUY	$44.49 - $52.78 $1,290 - $1,530	29 Added 0.25%	11,455 $539,000

Q3 2018 Nov 14, 2018	BUY	$50.14 - $55.64 $7,119 - $7,900	142 Added 1.26%	11,426 $593,000
Q2 2018 Aug 10, 2018	BUY	$50.15 - $57.72 $28,485 - $32,784	568 Added 5.3%	11,284 $609,000
Q1 2018 May 15, 2018	BUY	$50.61 - $58.42 $25,305 - $29,210	500 Added 4.89%	10,716 $557,000
Q4 2017 Feb 12, 2018	BUY	$50.82 - $54.97 $68,098 - $73,659	1,340 Added 15.1%	10,216 $556,000
Q3 2017 Oct 27, 2017	SELL	$50.28 - $54.04 $48,117 - $51,716	-957 Reduced 9.73%	8,876 $471,000
Q2 2017 Aug 14, 2017	BUY	N/A	9,833	9,833 $510,000

1,339

598M

2.92M

2.06M

Ticker BK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 808,280,000
Market Cap $48.4B
Description
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.