AWM
SBNY

Accel Wealth Management’s Signature Bank SBNY Stock Holding History

Accel 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
Q2 		– Sell
-8
Closed -$1 – 946
2023
Q1 		$1 Hold
8
– – ﹤0.01% 1255
2022
Q4 		$925 Hold
8
– – ﹤0.01% 975
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1042
2022
Q2 		$2K Buy
+8
New +$1.79K ﹤0.01% 923

Other funds holding SBNY

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Accel Wealth Management's SBNY Position: Q2 2023 in Review

Accel Wealth Management sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 8 shares — an estimated $1 sold.

Accel Wealth Management first reported a position in SBNY in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.

  • Accel Wealth Management reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 8 Signature Bank shares in Q2 2023, an estimated $1.
  • Accel Wealth Management first reported a position in Signature Bank in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Signature Bank position peaked at $2K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.