AWM
SBNY

Abound Wealth Management’s Signature Bank SBNY Stock Holding History

Abound Wealth Management’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
2023
Q1 		– Sell
-1
Closed -$116 – 762
2022
Q4 		$116 Hold
1
– – ﹤0.01% 705
2022
Q3 		$152 Buy
+1
New +$182 ﹤0.01% 714

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Abound Wealth Management's SBNY Position: Q1 2023 in Review

Abound Wealth Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 1 share — an estimated $116 sold.

Abound Wealth Management first reported a position in SBNY in Q3 2022 and held it in 2 quarters. The position peaked at $152 in Q3 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Abound Wealth Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Abound Wealth Management sold 1 Signature Bank share in Q1 2023, an estimated $116.
  • Abound Wealth Management first reported a position in Signature Bank in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's Signature Bank position peaked at $152 in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Abound Wealth Management's 13F filing for Q1 2023, filed 7 Aug 2024.