Capital Advisors Ltd’s Signature Bank SBNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-162
Closed -$19K 1667
2022
Q4
$19K Sell
162
-20
-11% -$2.75K ﹤0.01% 472
2022
Q3
$27K Sell
182
-3
-2% -$545 0.01% 424
2022
Q2
$33K Sell
185
-306
-62% -$68.6K 0.01% 395
2022
Q1
$144K Buy
491
+126
+35% +$40.9K 0.02% 275
2021
Q4
$118K Buy
+365
New +$114K 0.02% 287

Other funds holding SBNY

Capital Advisors Ltd's SBNY Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 162 shares — an estimated $19K sold.

Capital Advisors Ltd first reported a position in SBNY in Q4 2021 and held it in 5 quarters. The position peaked at $144K in Q1 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Capital Advisors Ltd reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 162 Signature Bank shares in Q1 2023, an estimated $19K.
  • Capital Advisors Ltd first reported a position in Signature Bank in Q4 2021 and held it in 5 quarters.
  • Capital Advisors Ltd's Signature Bank position peaked at $144K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.