CTFG
BNY

Capstone Triton Financial Group’s Bank of New York Mellon BNY Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-1,202
Closed -$51K – 143
2020
Q4 		$51K Buy
+1,202
New +$46.2K 0.03% 199

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capstone Triton Financial Group's BNY Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Bank of New York Mellon (BNY) in Q1 2021, closing a stake of 1,202 shares — an estimated $51K sold.

Capstone Triton Financial Group first reported a position in BNY in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold BNY as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Bank of New York Mellon position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 1,202 Bank of New York Mellon shares in Q1 2021, an estimated $51K.
  • Capstone Triton Financial Group first reported a position in Bank of New York Mellon in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Bank of New York Mellon position peaked at $51K in Q4 2020.
  • 1,060 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.