1WA
SBNY

180 Wealth Advisors’s Signature Bank SBNY Stock Holding History

180 Wealth Advisors’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,583
Closed -$239K – 400
2022
Q3 		$239K Sell
1,583
-496
-24% -$90.1K 0.07% 286
2022
Q2 		$383K Buy
+2,079
New +$466K 0.1% 197

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

180 Wealth Advisors's SBNY Position: Q4 2022 in Review

180 Wealth Advisors sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 1,583 shares — an estimated $239K sold.

180 Wealth Advisors first reported a position in SBNY in Q2 2022 and held it in 2 quarters. The position peaked at $383K in Q2 2022. 483 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • 180 Wealth Advisors reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,583 Signature Bank shares in Q4 2022, an estimated $239K.
  • 180 Wealth Advisors first reported a position in Signature Bank in Q2 2022 and held it in 2 quarters.
  • 180 Wealth Advisors's Signature Bank position peaked at $383K in Q2 2022.
  • 483 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on 180 Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.