CFRPA
BNY

Castle Financial & Retirement Planning Associates’s Bank of New York Mellon BNY Stock Holding History

Castle Financial & Retirement Planning Associates’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 		$1K Buy
+18
New +$1.03K ﹤0.01% 178

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
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 $59.9B AUM 27.01% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BNY Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Bank of New York Mellon (BNY) in Q4 2021: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings.

1,153 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 18 shares of Bank of New York Mellon worth $1K as of Q4 2021.
  • Bank of New York Mellon was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Bank of New York Mellon made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #178 holding.
  • 1,153 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.