B. Riley Wealth Advisors’s Signature Bank SBNY Stock Holding History

B. Riley 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
2022 Q2	–	Sell	-891	Closed	-$262K	–	1438
2022 Q1	$262K	Sell	891 -288	-24%	-$93.6K	0.01%	1078
2021 Q4	$382K	Buy	1,179 +23	+2%	+$7.17K	0.01%	952
2021 Q3	$315K	Buy	1,156 +200	+21%	+$50.2K	0.01%	1016
2021 Q2	$235K	Sell	956 -251	-21%	-$60.9K	0.01%	1146
2021 Q1	$273K	Buy	+1,207	New	+$238K	0.01%	1044
2019 Q2	–	Sell	-1,680	Closed	-$216K	–	854
2019 Q1	$216K	Buy	+1,680	New	+$214K	0.03%	629
2016 Q2	–	Sell	-1,824	Closed	-$248K	–	663
2016 Q1	$248K	Buy	1,824 +45	+3%	+$6.13K	0.06%	404
2015 Q4	$274K	Buy	+1,779	New	+$268K	0.06%	395
2015 Q1	–	Sell	-86	Closed	-$11K	–	2701
2014 Q4	$11K	Buy	+86	New	+$10.3K	﹤0.01%	2846
2014 Q3	–	Sell	-367	Closed	-$46.3K	–	2513
2014 Q2	$46.3K	Buy	+367	New	+$44.1K	0.01%	1067

Other funds holding SBNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's SBNY Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 891 shares — an estimated $262K sold.

B. Riley Wealth Advisors first reported a position in SBNY in Q2 2014 and held it in 10 quarters. The position peaked at $382K in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

B. Riley Wealth Advisors reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 891 Signature Bank shares in Q2 2022, an estimated $262K.
B. Riley Wealth Advisors first reported a position in Signature Bank in Q2 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's Signature Bank position peaked at $382K in Q4 2021.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.