Connectus Wealth’s Signature Bank SBNY Stock Holding History

Connectus Wealth’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 Q4	–	Sell	-1,539	Closed	-$232K	–	546
2022 Q3	$232K	Buy	+1,539	New	+$280K	﹤0.01%	467

Other funds holding SBNY

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

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

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

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

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

ATO

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

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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Connectus Wealth's SBNY Position: Q4 2022 in Review

Connectus Wealth sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 1,539 shares — an estimated $232K sold.

Connectus Wealth first reported a position in SBNY in Q3 2022 and held it in 1 quarter. The position peaked at $232K in Q3 2022. 483 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

Connectus Wealth reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
Connectus Wealth sold 1,539 Signature Bank shares in Q4 2022, an estimated $232K.
Connectus Wealth first reported a position in Signature Bank in Q3 2022 and held it in 1 quarter.
Connectus Wealth's Signature Bank position peaked at $232K in Q3 2022.
483 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.