Number of Shares
49,126.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
1.61%
Total Estimate Gain
$2.31 Mil
% of Total Estimate Gain
64.88%

Signature Wealth Management Group's Bank of New York Mellon Corp Holding Summary

As of 2025-03-31, Signature Wealth Management Group held 49,126.00 shares of Bank of New York Mellon Corp(BK), totaling $4.12 Mil. This investment constitutes 1.61% of their stock portfolio, and Signature Wealth Management Group now holds 0.01% of the outstanding Bank of New York Mellon Corp(BK) stock.

The initial trade took place in 2024Q1. And since then Signature Wealth Management Group has made 1 purchases of BK, at an average price of $55.06, for a total of 64,563.00 shares. In addition, there have been 4 sales at an average price of $81.63 for 15,437.00 shares. Based on historical transaction data and BK's current price of $93.66, Signature Wealth Management Group's estimated gain on his BK holdings is $2.31 Mil, reflecting a 64.88% gain to date.

Signature Wealth Management Group BK ($93.66) Holding Chart

Signature Wealth Management Group BK ($93.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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