BPA
SBNY

Beacon Pointe Advisors’s Signature Bank SBNY Stock Holding History

Beacon Pointe 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
-697
Closed -$205K – 1262
2022
Q1 		$205K Buy
+697
New +$226K ﹤0.01% 1122

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's SBNY Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 697 shares — an estimated $205K sold.

Beacon Pointe Advisors first reported a position in SBNY in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 697 Signature Bank shares in Q2 2022, an estimated $205K.
  • Beacon Pointe Advisors first reported a position in Signature Bank in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Signature Bank position peaked at $205K in Q1 2022.
  • 546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.