Clear Perspective Advisors’s Bank of New York Mellon BNY Stock Holding History

Clear Perspective 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	$435K	Hold	7,484	–	–	0.13%	109
2021 Q3	$388K	Sell	7,484 -279	-4%	-$14.5K	0.13%	106
2021 Q2	$398K	Buy	7,763 +100	+1%	+$5K	0.14%	107
2021 Q1	$362K	Buy	7,663 +300	+4%	+$13.2K	0.14%	108
2020 Q4	$312K	Sell	7,363 -905	-11%	-$34.8K	0.13%	112
2020 Q3	$227	Sell	8,268 -1,878	-19%	-$68.4K	0.11%	125
2020 Q2	$392K	Sell	10,146 -745	-7%	-$27.3K	0.21%	82
2020 Q1	$367K	Sell	10,891 -89	-0.8%	-$3.74K	0.25%	76
2019 Q4	$553K	Sell	10,980 -100	-0.9%	-$4.77K	0.34%	71
2019 Q3	$501K	Sell	11,080 -7	-0.1%	-$312	0.23%	82
2019 Q2	$489K	Buy	11,087 +174	+2%	+$8.18K	0.31%	78
2019 Q1	$582K	Sell	10,913 -2,005	-16%	-$103K	0.41%	68
2018 Q4	$608K	Buy	12,918 +381	+3%	+$18.5K	0.51%	61
2018 Q3	$639K	Buy	12,537 +603	+5%	+$31.7K	0.47%	66
2018 Q2	$644K	Sell	11,934 -21	-0.2%	-$1.16K	0.45%	67
2018 Q1	$616K	Sell	11,955 -154	-1%	-$8.57K	0.46%	62
2017 Q4	$652K	Buy	12,109 +217	+2%	+$11.6K	0.5%	55
2017 Q3	$631K	Buy	11,892 +217	+2%	+$11.4K	0.52%	51
2017 Q2	$596K	Buy	11,675 +175	+2%	+$8.37K	0.5%	51
2017 Q1	$543K	Sell	11,500 -2,039	-15%	-$95.4K	0.36%	60
2016 Q4	$641K	Buy	+13,539	New	+$611K	0.43%	57

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 $59B AUM 32.99% 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

Clear Perspective Advisors's BNY Position: Q4 2021 in Review

Clear Perspective Advisors held its Bank of New York Mellon (BNY) position steady in Q4 2021 at 7,484 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #109.

Clear Perspective Advisors first reported a position in BNY in Q4 2016 and has held it in 21 quarters since. The position peaked at $652K in Q4 2017. 1,153 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

Clear Perspective Advisors held 7,484 shares of Bank of New York Mellon worth $435K as of Q4 2021.
Clear Perspective Advisors left its Bank of New York Mellon share count unchanged in Q4 2021.
Bank of New York Mellon made up 0.13% of Clear Perspective Advisors's portfolio in Q4 2021, its #109 holding.
Clear Perspective Advisors first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Bank of New York Mellon position peaked at $652K in Q4 2017.
1,153 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.