FI
BNY

Fractal Investments’s Bank of New York Mellon BNY Stock Holding History

Fractal Investments’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
2022
Q2 		– Sell
-4,064
Closed -$202K – 73
2022
Q1 		$202K Sell
4,064
-12
-0.3% -$682 0.06% 116
2021
Q4 		$237K Buy
+4,076
New +$234K 0.08% 106

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fractal Investments's BNY Position: Q2 2022 in Review

Fractal Investments sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 4,064 shares — an estimated $202K sold.

Fractal Investments first reported a position in BNY in Q4 2021 and held it in 2 quarters. The position peaked at $237K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

  • Fractal Investments reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
  • Fractal Investments sold 4,064 Bank of New York Mellon shares in Q2 2022, an estimated $202K.
  • Fractal Investments first reported a position in Bank of New York Mellon in Q4 2021 and held it in 2 quarters.
  • Fractal Investments's Bank of New York Mellon position peaked at $237K in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Fractal Investments's 13F filing for Q2 2022, filed 19 Jul 2022.