Rinet Company’s Bank of New York Mellon BNY Stock Holding History

Rinet Company’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 Q3	–	Sell	-3,993	Closed	-$205K	–	87
2021 Q2	$205K	Buy	+3,993	New	+$200K	0.04%	77

Other funds holding BNY

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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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Rinet Company's BNY Position: Q3 2021 in Review

Rinet Company sold out of Bank of New York Mellon (BNY) in Q3 2021, closing a stake of 3,993 shares — an estimated $205K sold.

Rinet Company first reported a position in BNY in Q2 2021 and held it in 1 quarter. The position peaked at $205K in Q2 2021. 1,051 funds tracked by Wall St. Rank hold BNY as of Q3 2021.

Rinet Company reported no remaining Bank of New York Mellon position as of Q3 2021 after selling out during the quarter.
Rinet Company sold 3,993 Bank of New York Mellon shares in Q3 2021, an estimated $205K.
Rinet Company first reported a position in Bank of New York Mellon in Q2 2021 and held it in 1 quarter.
Rinet Company's Bank of New York Mellon position peaked at $205K in Q2 2021.
1,051 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.