Bogart Wealth LLC’s Signature Bank SBNY Stock Holding History

Bogart Wealth LLC’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	-10	Closed	-$2K	–	1191
2022 Q2	$2K	Buy	+10	New	+$2.24K	﹤0.01%	804

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Bogart Wealth LLC's SBNY Position: Q3 2022 in Review

Bogart Wealth LLC sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in SBNY in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

Bogart Wealth LLC reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
Bogart Wealth LLC sold 10 Signature Bank shares in Q3 2022, an estimated $2K.
Bogart Wealth LLC first reported a position in Signature Bank in Q2 2022 and held it in 1 quarter.
Bogart Wealth LLC's Signature Bank position peaked at $2K in Q2 2022.
509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.