BRWM
SBNY

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

B. Riley 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
2021
Q2 		– Sell
-945
Closed -$214K – 485
2021
Q1 		$214K Buy
+945
New +$186K 0.03% 359
2014
Q4 		– Sell
-3,300
Closed -$369K – 1174
2014
Q3 		$369K Buy
+3,300
New +$388K 0.27% 104

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 $23.8B AUM 34.25% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

B. Riley Wealth Management's SBNY Position: Q2 2021 in Review

B. Riley Wealth Management sold out of Signature Bank (SBNY) in Q2 2021, closing a stake of 945 shares — an estimated $214K sold.

B. Riley Wealth Management first reported a position in SBNY in Q3 2014 and held it in 2 quarters. The position peaked at $369K in Q3 2014. 433 funds tracked by Wall St. Rank hold SBNY as of Q2 2021.

  • B. Riley Wealth Management reported no remaining Signature Bank position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 945 Signature Bank shares in Q2 2021, an estimated $214K.
  • B. Riley Wealth Management first reported a position in Signature Bank in Q3 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Signature Bank position peaked at $369K in Q3 2014.
  • 433 funds tracked by Wall St. Rank held Signature Bank as of Q2 2021.

Based on B. Riley Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.