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	0.02%	441
2021 Q4	$282K	Hold	873	–	–	0.02%	407
2021 Q3	$238K	Hold	873	–	–	0.02%	434
2021 Q2	$214K	Buy	+873	New	+$212K	0.02%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Checchi Capital Advisers's SBNY Position: Q2 2022 in Review

Checchi Capital Advisers sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 897 shares — an estimated $263K sold.

Checchi Capital Advisers first reported a position in SBNY in Q1 2016 and held it in 6 quarters. The position peaked at $282K in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

Checchi Capital Advisers reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
Checchi Capital Advisers sold 897 Signature Bank shares in Q2 2022, an estimated $263K.
Checchi Capital Advisers first reported a position in Signature Bank in Q1 2016 and held it in 6 quarters.
Checchi Capital Advisers's Signature Bank position peaked at $282K in Q4 2021.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Checchi Capital Advisers's 13F filing for Q2 2022, filed 11 Aug 2022.