Concord Wealth Partners’s Signature Bank SBNY Stock Holding History

Concord Wealth Partners’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
2023 Q1	–	Sell	-13	Closed	-$1.5K	–	1275
2022 Q4	$1.5K	Buy	+13	New	+$1.79K	﹤0.01%	1000
2022 Q3	–	Sell	-13	Closed	-$2K	–	1287
2022 Q2	$2K	Buy	13 +4	+44%	+$896	﹤0.01%	1093
2022 Q1	$3K	Buy	+9	New	+$2.92K	﹤0.01%	1056

Other funds holding SBNY

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

FAM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Concord Wealth Partners's SBNY Position: Q1 2023 in Review

Concord Wealth Partners sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 13 shares — an estimated $1.5K sold.

Concord Wealth Partners first reported a position in SBNY in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

Concord Wealth Partners reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 13 Signature Bank shares in Q1 2023, an estimated $1.5K.
Concord Wealth Partners first reported a position in Signature Bank in Q1 2022 and held it in 3 quarters.
Concord Wealth Partners's Signature Bank position peaked at $3K in Q1 2022.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.