Regal Wealth Group’s Bank of New York Mellon BNY Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-89	Closed	-$4K	–	74
2021 Q1	$4K	Buy	+89	New	+$3.92K	﹤0.01%	205
2016 Q2	–	Sell	-537	Closed	-$20K	–	212
2016 Q1	$20K	Buy	537 +3	+0.6%	+$109	0.02%	89
2015 Q4	$22K	Buy	+534	New	+$22.4K	0.02%	90

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Regal Wealth Group's BNY Position: Q2 2021 in Review

Regal Wealth Group sold out of Bank of New York Mellon (BNY) in Q2 2021, closing a stake of 89 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in BNY in Q4 2015 and held it in 3 quarters. The position peaked at $22K in Q4 2015. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

Regal Wealth Group reported no remaining Bank of New York Mellon position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 89 Bank of New York Mellon shares in Q2 2021, an estimated $4K.
Regal Wealth Group first reported a position in Bank of New York Mellon in Q4 2015 and held it in 3 quarters.
Regal Wealth Group's Bank of New York Mellon position peaked at $22K in Q4 2015.
1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.