Claraphi Advisory Network’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,390
Closed -$583K 307
2021
Q2
$583K Buy
11,390
+3,285
+41% +$164K 0.18% 133
2021
Q1
$383K Buy
+8,105
New +$357K 0.11% 194
2020
Q2
Sell
-79
Closed -$3K 385
2020
Q1
$3K Buy
+79
New +$3.32K ﹤0.01% 949

Other funds holding BNY

Claraphi Advisory Network's BNY Position: Q3 2021 in Review

Claraphi Advisory Network sold out of Bank of New York Mellon (BNY) in Q3 2021, closing a stake of 11,390 shares — an estimated $583K sold.

Claraphi Advisory Network first reported a position in BNY in Q1 2020 and held it in 3 quarters. The position peaked at $583K in Q2 2021. 1,052 funds tracked by Wall St. Rank hold BNY as of Q3 2021.

  • Claraphi Advisory Network reported no remaining Bank of New York Mellon position as of Q3 2021 after selling out during the quarter.
  • Claraphi Advisory Network sold 11,390 Bank of New York Mellon shares in Q3 2021, an estimated $583K.
  • Claraphi Advisory Network first reported a position in Bank of New York Mellon in Q1 2020 and held it in 3 quarters.
  • Claraphi Advisory Network's Bank of New York Mellon position peaked at $583K in Q2 2021.
  • 1,052 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2021.

Based on Claraphi Advisory Network's 13F filing for Q3 2021, filed 15 Nov 2021.