RA
BNY

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

Resolute 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
-169
Closed -$9K – 226
2021
Q3 		$9K Hold
169
– – ﹤0.01% 333
2021
Q2 		$9K Hold
169
– – ﹤0.01% 292
2021
Q1 		$8K Buy
+169
New +$7.43K ﹤0.01% 250

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 $3.38T AUM 44.17% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Resolute Advisors's BNY Position: Q4 2021 in Review

Resolute Advisors sold out of Bank of New York Mellon (BNY) in Q4 2021, closing a stake of 169 shares — an estimated $9K sold.

Resolute Advisors first reported a position in BNY in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 1,154 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

  • Resolute Advisors reported no remaining Bank of New York Mellon position as of Q4 2021 after selling out during the quarter.
  • Resolute Advisors sold 169 Bank of New York Mellon shares in Q4 2021, an estimated $9K.
  • Resolute Advisors first reported a position in Bank of New York Mellon in Q1 2021 and held it in 3 quarters.
  • Resolute Advisors's Bank of New York Mellon position peaked at $9K in Q3 2021.
  • 1,154 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.