AWA
SBNY

Arkadios Wealth Advisors’s Signature Bank SBNY Stock Holding History

Arkadios 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
2021
Q3 		– Sell
-60
Closed -$14K – 2133
2021
Q2 		$14K Hold
60
– – ﹤0.01% 1444
2021
Q1 		$13K Hold
60
– – ﹤0.01% 1119
2020
Q4 		$8K Buy
+60
New +$6.27K ﹤0.01% 1034

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's SBNY Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Signature Bank (SBNY) in Q3 2021, closing a stake of 60 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in SBNY in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 457 funds tracked by Wall St. Rank hold SBNY as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Signature Bank position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 60 Signature Bank shares in Q3 2021, an estimated $14K.
  • Arkadios Wealth Advisors first reported a position in Signature Bank in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Signature Bank position peaked at $14K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Signature Bank as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.