CAAS
SBNY

Capital Asset Advisory Services’s Signature Bank SBNY Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-154
Closed -$21K – 1675
2020
Q4 		$21K Buy
+154
New +$16.1K ﹤0.01% 867

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 $23.8B AUM 34.25% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Asset Advisory Services's SBNY Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Signature Bank (SBNY) in Q1 2021, closing a stake of 154 shares — an estimated $21K sold.

Capital Asset Advisory Services first reported a position in SBNY in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 417 funds tracked by Wall St. Rank hold SBNY as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Signature Bank position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 154 Signature Bank shares in Q1 2021, an estimated $21K.
  • Capital Asset Advisory Services first reported a position in Signature Bank in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Signature Bank position peaked at $21K in Q4 2020.
  • 417 funds tracked by Wall St. Rank held Signature Bank as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.