CWM
SBNY

Campbell Wealth Management’s Signature Bank SBNY Stock Holding History

Campbell 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
2020
Q3 		– Sell
-37
Closed -$4K – 377
2020
Q2 		$4K Buy
+37
New +$3.64K ﹤0.01% 317

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Campbell Wealth Management's SBNY Position: Q3 2020 in Review

Campbell Wealth Management sold out of Signature Bank (SBNY) in Q3 2020, closing a stake of 37 shares — an estimated $4K sold.

Campbell Wealth Management first reported a position in SBNY in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 346 funds tracked by Wall St. Rank hold SBNY as of Q3 2020.

  • Campbell Wealth Management reported no remaining Signature Bank position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 37 Signature Bank shares in Q3 2020, an estimated $4K.
  • Campbell Wealth Management first reported a position in Signature Bank in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Signature Bank position peaked at $4K in Q2 2020.
  • 346 funds tracked by Wall St. Rank held Signature Bank as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.