Berman Capital Advisors’s Signature Bank SBNY Stock Holding History

Berman Capital 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
2021 Q3	$38K	Sell	142 -13	-8%	-$3.26K	0.01%	787
2021 Q2	$38K	Buy	155 +99	+177%	+$24K	0.01%	689
2021 Q1	$12K	Hold	56	–	–	﹤0.01%	989
2020 Q4	$7K	Sell	56 -64	-53%	-$6.69K	﹤0.01%	1069
2020 Q3	$9K	Sell	120 -6	-5%	-$597	﹤0.01%	860
2020 Q2	$13K	Buy	126 +35	+38%	+$3.44K	﹤0.01%	683
2020 Q1	$7K	Buy	91 +85	+1,417%	+$10.7K	﹤0.01%	820
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1624
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1690
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1669
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1570
2018 Q4	$0	Buy	+6	New	+$675	﹤0.01%	1328

Other funds holding SBNY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's SBNY Position: Q3 2021 in Review

Berman Capital Advisors reduced its Signature Bank (SBNY) stake by 8.4% in Q3 2021, selling an estimated $3.26K and leaving 142 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #787.

Berman Capital Advisors first reported a position in SBNY in Q4 2018 and has held it in 12 quarters since. 457 funds tracked by Wall St. Rank hold SBNY as of Q3 2021.

Berman Capital Advisors held 142 shares of Signature Bank worth $38K as of Q3 2021.
Berman Capital Advisors sold 13 Signature Bank shares in Q3 2021, an estimated $3.26K.
Signature Bank made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #787 holding.
Berman Capital Advisors first reported a position in Signature Bank in Q4 2018 and has held it in 12 quarters since.
457 funds tracked by Wall St. Rank held Signature Bank as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.