PFWA
BNY

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

Paces Ferry 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
2020
Q4 		– Sell
-65
Closed -$2K – 235
2020
Q3 		$2K Buy
+65
New +$2.37K ﹤0.01% 638

Other funds holding BNY

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Paces Ferry Wealth Advisors's BNY Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q4 2020, closing a stake of 65 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in BNY in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 1,010 funds tracked by Wall St. Rank hold BNY as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Bank of New York Mellon position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 65 Bank of New York Mellon shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Bank of New York Mellon in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Bank of New York Mellon position peaked at $2K in Q3 2020.
  • 1,010 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.