CCA
SBNY

Checchi Capital Advisers’s Signature Bank SBNY Stock Holding History

Checchi Capital Advisers’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
-897
Closed -$263K – 622
2022
Q1 		$263K Buy
897
+24
+3% +$7.8K 0.03% 441
2021
Q4 		$282K Hold
873
– – 0.03% 407
2021
Q3 		$238K Hold
873
– – 0.03% 434
2021
Q2 		$214K Buy
+873
New +$212K 0.03% 489
2016
Q3 		– Sell
-351
Closed -$44K – 1580
2016
Q2 		$44K Buy
351
+35
+11% +$4.68K 0.01% 905
2016
Q1 		$43K Buy
+316
New +$43K 0.01% 881

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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return