BCH
SBNY

Berkshire Capital Holdings’s Signature Bank SBNY Stock Holding History

Berkshire Capital Holdings’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
Q4 		– Sell
-10
Closed -$2K – 92
2022
Q3 		$2K Hold
10
– – ﹤0.01% 43
2022
Q2 		$2K Hold
10
– – ﹤0.01% 41
2022
Q1 		$3K Hold
10
– – ﹤0.01% 42
2021
Q4 		$3K Hold
10
– – ﹤0.01% 45
2021
Q3 		$3K Hold
10
– – ﹤0.01% 48
2021
Q2 		$2K Hold
10
– – ﹤0.01% 67
2021
Q1 		$2K Buy
+10
New +$1.97K ﹤0.01% 65

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Capital Holdings's SBNY Position: Q4 2022 in Review

Berkshire Capital Holdings sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 10 shares — an estimated $2K sold.

Berkshire Capital Holdings first reported a position in SBNY in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Berkshire Capital Holdings reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Berkshire Capital Holdings sold 10 Signature Bank shares in Q4 2022, an estimated $2K.
  • Berkshire Capital Holdings first reported a position in Signature Bank in Q1 2021 and held it in 7 quarters.
  • Berkshire Capital Holdings's Signature Bank position peaked at $3K in Q1 2022.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Berkshire Capital Holdings's 13F filing for Q4 2022, filed 13 Feb 2023.