PVWM
BNY

Point View Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Point View Wealth Management’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 		$673K Sell
15,851
-1,845
-10% -$70.8K 0.27% 121
2020
Q3 		$608K Sell
17,696
-673
-4% -$24.5K 0.29% 114
2020
Q2 		$710K Sell
18,369
-821
-4% -$30K 0.34% 96
2020
Q1 		$646K Buy
19,190
+500
+3% +$21K 0.35% 96
2019
Q4 		$941K Sell
18,690
-257
-1% -$12.3K 0.39% 92
2019
Q3 		$857K Sell
18,947
-1,767
-9% -$78.7K 0.39% 87
2019
Q2 		$915K Sell
20,714
-130
-0.6% -$6.11K 0.39% 85
2019
Q1 		$1.05M Sell
20,844
-127
-0.6% -$6.55K 0.47% 72
2018
Q4 		$987K Sell
20,971
-67
-0.3% -$3.25K 0.5% 72
2018
Q3 		$1.07M Sell
21,038
-22
-0.1% -$1.16K 0.48% 64
2018
Q2 		$1.14M Sell
21,060
-472
-2% -$26K 0.53% 58
2018
Q1 		$1.11M Sell
21,532
-2,491
-10% -$139K 0.53% 57
2017
Q4 		$1.29M Sell
24,023
-869
-3% -$46.3K 0.61% 49
2017
Q3 		$1.32M Sell
24,892
-1,194
-5% -$62.7K 0.63% 43
2017
Q2 		$1.33M Sell
26,086
-236
-0.9% -$11.3K 0.66% 43
2017
Q1 		$1.24M Buy
26,322
+872
+3% +$40.8K 0.64% 48
2016
Q4 		$1.21M Sell
25,450
-191
-0.7% -$8.61K 0.69% 43
2016
Q3 		$1.02M Hold
25,641
– – 0.61% 46
2016
Q2 		$996K Sell
25,641
-48
-0.2% -$1.91K 0.6% 47
2016
Q1 		$946K Buy
25,689
+423
+2% +$15.3K 0.61% 48
2015
Q4 		$1.04M Sell
25,266
-99
-0.4% -$4.16K 0.75% 37
2015
Q3 		$993K Sell
25,365
-747
-3% -$31K 0.79% 37
2015
Q2 		$1.1M Sell
26,112
-1,374
-5% -$58.5K 0.85% 32
2015
Q1 		$1.11M Sell
27,486
-281
-1% -$10.9K 0.85% 35
2014
Q4 		$1.13M Buy
27,767
+473
+2% +$18.5K 0.84% 35
2014
Q3 		$1.06M Buy
27,294
+689
+3% +$26.8K 0.9% 31
2014
Q2 		$997K Sell
26,605
-3,732
-12% -$129K 0.86% 31
2014
Q1 		$1.07M Hold
30,337
– – 0.98% 25
2013
Q4 		$1.06M Buy
+30,337
New +$988K 1.01% 27

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Point View Wealth Management's BNY Position: Q4 2020 in Review

Point View Wealth Management reduced its Bank of New York Mellon (BNY) stake by 10% in Q4 2020, selling an estimated $70.8K and leaving 15,851 shares worth $673K. The position accounts for 0.27% of the portfolio, ranked #121.

Point View Wealth Management first reported a position in BNY in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.33M in Q2 2017. 1,012 funds tracked by Wall St. Rank hold BNY as of Q4 2020.

  • Point View Wealth Management held 15,851 shares of Bank of New York Mellon worth $673K as of Q4 2020.
  • Point View Wealth Management sold 1,845 Bank of New York Mellon shares in Q4 2020, an estimated $70.8K.
  • Bank of New York Mellon made up 0.27% of Point View Wealth Management's portfolio in Q4 2020, its #121 holding.
  • Point View Wealth Management first reported a position in Bank of New York Mellon in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Bank of New York Mellon position peaked at $1.33M in Q2 2017.
  • 1,012 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.