RL
BNY

Retireful LLC’s Bank of New York Mellon BNY Stock Holding History

Retireful LLC’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
2024
Q4 		– Sell
-10,078
Closed -$724K – 130
2024
Q3 		$724K Buy
+10,078
New +$663K 0.54% 46
2024
Q1 		– Sell
-27,946
Closed -$1.45M – 97
2023
Q4 		$1.45M Buy
+27,946
New +$1.29M 0.63% 58

Other funds holding BNY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retireful LLC's BNY Position: Q4 2024 in Review

Retireful LLC sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 10,078 shares — an estimated $724K sold.

Retireful LLC first reported a position in BNY in Q4 2023 and held it in 2 quarters. The position peaked at $1.45M in Q4 2023. 1,437 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • Retireful LLC reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
  • Retireful LLC sold 10,078 Bank of New York Mellon shares in Q4 2024, an estimated $724K.
  • Retireful LLC first reported a position in Bank of New York Mellon in Q4 2023 and held it in 2 quarters.
  • Retireful LLC's Bank of New York Mellon position peaked at $1.45M in Q4 2023.
  • 1,437 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Retireful LLC's 13F filing for Q4 2024, filed 15 Jan 2025.