Carroll Financial Associates’s Signature Bank SBNY Stock Holding History

Carroll Financial Associates’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 Q4	$5K	Hold	17	–	–	﹤0.01%	1365
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	1458
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	1504
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	1479
2020 Q4	$2K	Hold	17	–	–	﹤0.01%	1430
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	1467
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	1495
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	1425
2019 Q4	$2K	Hold	17	–	–	﹤0.01%	1413
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	1377
2019 Q2	$2K	Buy	+17	New	+$2.1K	﹤0.01%	1424

Other funds holding SBNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Carroll Financial Associates's SBNY Position: Q4 2021 in Review

Carroll Financial Associates held its Signature Bank (SBNY) position steady in Q4 2021 at 17 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Carroll Financial Associates first reported a position in SBNY in Q2 2019 and has held it in 11 quarters since. 548 funds tracked by Wall St. Rank hold SBNY as of Q4 2021.

Carroll Financial Associates held 17 shares of Signature Bank worth $5K as of Q4 2021.
Carroll Financial Associates left its Signature Bank share count unchanged in Q4 2021.
Signature Bank made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1365 holding.
Carroll Financial Associates first reported a position in Signature Bank in Q2 2019 and has held it in 11 quarters since.
548 funds tracked by Wall St. Rank held Signature Bank as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.