AWA
SBNY

Arete Wealth Advisors’s Signature Bank SBNY Stock Holding History

Arete 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
2023
Q1 		– Sell
-1,796
Closed -$207K – 729
2022
Q4 		$207K Buy
+1,796
New +$247K 0.02% 550

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 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 $177B AUM 39.86% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Arete Wealth Advisors's SBNY Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 1,796 shares — an estimated $207K sold.

Arete Wealth Advisors first reported a position in SBNY in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,796 Signature Bank shares in Q1 2023, an estimated $207K.
  • Arete Wealth Advisors first reported a position in Signature Bank in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Signature Bank position peaked at $207K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.