Evolution Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Evolution Wealth 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	–	Sell	-160	Closed	-$8K	–	211
2021 Q3	$8K	Hold	160	–	–	﹤0.01%	421
2021 Q2	$8K	Hold	160	–	–	﹤0.01%	436
2021 Q1	$8K	Hold	160	–	–	﹤0.01%	443
2020 Q4	$7K	Hold	160	–	–	﹤0.01%	391
2020 Q3	$5K	Hold	160	–	–	﹤0.01%	434
2020 Q2	$6K	Buy	+160	New	+$5.86K	﹤0.01%	336
2020 Q1	–	Sell	-61	Closed	-$3K	–	349
2019 Q4	$3K	Buy	+61	New	+$2.91K	﹤0.01%	485

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

Evolution Wealth Advisors's BNY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q4 2021, closing a stake of 160 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in BNY in Q4 2019 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 1,152 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

Evolution Wealth Advisors reported no remaining Bank of New York Mellon position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 160 Bank of New York Mellon shares in Q4 2021, an estimated $8K.
Evolution Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Bank of New York Mellon position peaked at $8K in Q3 2021.
1,152 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.