AWM
SBNY

Activest Wealth Management’s Signature Bank SBNY Stock Holding History

Activest 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
2022
Q4 		– Sell
-42
Closed -$6K – 482
2022
Q3 		$6K Hold
42
– – ﹤0.01% 342
2022
Q2 		$8K Buy
+42
New +$9.41K 0.01% 223

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

Activest Wealth Management's SBNY Position: Q4 2022 in Review

Activest Wealth Management sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 42 shares — an estimated $6K sold.

Activest Wealth Management first reported a position in SBNY in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 483 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Activest Wealth Management reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Activest Wealth Management sold 42 Signature Bank shares in Q4 2022, an estimated $6K.
  • Activest Wealth Management first reported a position in Signature Bank in Q2 2022 and held it in 2 quarters.
  • Activest Wealth Management's Signature Bank position peaked at $8K in Q2 2022.
  • 483 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Activest Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.