Blue Trust Inc’s Signature Bank SBNY Stock Holding History

Blue Trust Inc’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
2023 Q2	–	Sell	-24	Closed	-$3K	–	2679
2023 Q1	$3K	Hold	24	–	–	﹤0.01%	1970
2022 Q4	$4K	Buy	24 +14	+140%	+$1.92K	﹤0.01%	1832
2022 Q3	$2K	Buy	10 +8	+400%	+$1.45K	﹤0.01%	1865
2022 Q2	$0	Buy	+2	New	+$448	﹤0.01%	2061

Other funds holding SBNY

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Blue Trust Inc's SBNY Position: Q2 2023 in Review

Blue Trust Inc sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 24 shares — an estimated $3K sold.

Blue Trust Inc first reported a position in SBNY in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q4 2022. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.

Blue Trust Inc reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 24 Signature Bank shares in Q2 2023, an estimated $3K.
Blue Trust Inc first reported a position in Signature Bank in Q2 2022 and held it in 4 quarters.
Blue Trust Inc's Signature Bank position peaked at $4K in Q4 2022.
7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.