CSat Investment Advisory’s Bank of New York Mellon BNY Stock Holding History

CSat Investment Advisory’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	$22K	Buy	468 +25	+6%	+$1.1K	0.02%	361
2020 Q4	$19K	Sell	443 -2,443	-85%	-$93.8K	0.02%	342
2020 Q3	$99K	Buy	2,886 +333	+13%	+$12.1K	0.01%	464
2020 Q2	$99K	Sell	2,553 -153	-6%	-$5.6K	0.01%	473
2020 Q1	$91K	Buy	2,706 +316	+13%	+$13.3K	0.02%	362
2019 Q4	$120K	Buy	2,390 +343	+17%	+$16.4K	0.03%	323
2019 Q3	$92K	Buy	2,047 +216	+12%	+$9.62K	0.03%	335
2019 Q2	$81K	Buy	1,831 +1,707	+1,377%	+$80.2K	0.03%	336
2019 Q1	$6K	Buy	124 +6	+5%	+$309	﹤0.01%	482
2018 Q4	$6K	Buy	118 +37	+46%	+$1.8K	﹤0.01%	467
2018 Q3	$4K	Sell	81 -17,093	-100%	-$899K	﹤0.01%	477
2018 Q2	$926K	Buy	+17,174	New	+$948K	0.49%	49

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CSat Investment Advisory's BNY Position: Q1 2021 in Review

CSat Investment Advisory increased its Bank of New York Mellon (BNY) stake by 5.6% in Q1 2021, buying an estimated $1.1K and bringing the position to 468 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #361.

CSat Investment Advisory first reported a position in BNY in Q2 2018 and has held it in 12 quarters since. The position peaked at $926K in Q2 2018. 1,060 funds tracked by Wall St. Rank hold BNY as of Q1 2021.

CSat Investment Advisory held 468 shares of Bank of New York Mellon worth $22K as of Q1 2021.
CSat Investment Advisory bought 25 Bank of New York Mellon shares in Q1 2021, an estimated $1.1K.
Bank of New York Mellon made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #361 holding.
CSat Investment Advisory first reported a position in Bank of New York Mellon in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Bank of New York Mellon position peaked at $926K in Q2 2018.
1,060 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.