BerganKDV Wealth Management’s Signature Bank SBNY Stock Holding History

BerganKDV 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
2022 Q3	–	Sell	-4	Closed	-$1K	–	1104
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	963
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	987
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1045
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	1027
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	974
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	926
2020 Q4	$1K	Sell	4 -1	-20%	-$104	﹤0.01%	932
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1048
2020 Q2	$1K	Sell	5 -8	-62%	-$787	﹤0.01%	944
2020 Q1	$1K	Buy	13 +5	+63%	+$628	﹤0.01%	914
2019 Q4	$1K	Buy	+8	New	+$1K	﹤0.01%	924

Other funds holding SBNY

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

BerganKDV Wealth Management's SBNY Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in SBNY in Q4 2019 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 508 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

BerganKDV Wealth Management reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 4 Signature Bank shares in Q3 2022, an estimated $1K.
BerganKDV Wealth Management first reported a position in Signature Bank in Q4 2019 and held it in 11 quarters.
BerganKDV Wealth Management's Signature Bank position peaked at $1K in Q2 2022.
508 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.