Atlas Private Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-42	Closed	-$2K	–	213
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	653
2021 Q2	$2K	Sell	42 -82	-66%	-$4.1K	﹤0.01%	659
2021 Q1	$6K	Hold	124	–	–	﹤0.01%	569
2020 Q4	$5K	Hold	124	–	–	﹤0.01%	512
2020 Q3	$4K	Hold	124	–	–	﹤0.01%	491
2020 Q2	$5K	Buy	+124	New	+$4.54K	﹤0.01%	494

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Atlas Private Wealth Advisors's BNY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q4 2021, closing a stake of 42 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in BNY in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2021. 1,153 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Bank of New York Mellon position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 42 Bank of New York Mellon shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Bank of New York Mellon position peaked at $6K in Q1 2021.
1,153 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.