CWA
SBNY

Capital Wealth Alliance’s Signature Bank SBNY Stock Holding History

Capital Wealth Alliance’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
Q2 		– Sell
-1,130
Closed -$331K – 148
2022
Q1 		$331K Hold
1,130
– – 0.2% 100
2021
Q4 		$365K Hold
1,130
– – 0.21% 97
2021
Q3 		$345K Sell
1,130
-30
-3% -$7.53K 0.21% 99
2021
Q2 		$264K Hold
1,160
– – 0.17% 111
2021
Q1 		$262K Hold
1,160
– – 0.18% 108
2020
Q4 		$206K Buy
+1,160
New +$121K 0.15% 114

Other funds holding SBNY

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Wealth Alliance's SBNY Position: Q2 2022 in Review

Capital Wealth Alliance sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 1,130 shares — an estimated $331K sold.

Capital Wealth Alliance first reported a position in SBNY in Q4 2020 and held it in 6 quarters. The position peaked at $365K in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

  • Capital Wealth Alliance reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
  • Capital Wealth Alliance sold 1,130 Signature Bank shares in Q2 2022, an estimated $331K.
  • Capital Wealth Alliance first reported a position in Signature Bank in Q4 2020 and held it in 6 quarters.
  • Capital Wealth Alliance's Signature Bank position peaked at $365K in Q4 2021.
  • 546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Capital Wealth Alliance's 13F filing for Q2 2022, filed 2 Aug 2022.