SCA
BNY

Stuart Chaussee & Associates’s Bank of New York Mellon BNY Stock Holding History

Stuart Chaussee & Associates’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
-25
Closed -$1K – 166
2021
Q1 		$1K Buy
+25
New +$1.1K ﹤0.01% 233

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Stuart Chaussee & Associates's BNY Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of Bank of New York Mellon (BNY) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Stuart Chaussee & Associates first reported a position in BNY in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining Bank of New York Mellon position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 25 Bank of New York Mellon shares in Q2 2021, an estimated $1K.
  • Stuart Chaussee & Associates first reported a position in Bank of New York Mellon in Q1 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Bank of New York Mellon position peaked at $1K in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.