Corient Private Wealth
SBNY

Corient Private Wealth’s Signature Bank SBNY Stock Holding History

Corient Private 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
2023
Q1 		– Sell
-2,690
Closed -$310K – 2081
2022
Q4 		$310K Buy
+2,690
New +$370K ﹤0.01% 1322

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
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
IA
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
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

Corient Private Wealth's SBNY Position: Q1 2023 in Review

Corient Private Wealth sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 2,690 shares — an estimated $310K sold.

Corient Private Wealth first reported a position in SBNY in Q4 2022 and held it in 1 quarter. The position peaked at $310K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Corient Private Wealth reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Corient Private Wealth sold 2,690 Signature Bank shares in Q1 2023, an estimated $310K.
  • Corient Private Wealth first reported a position in Signature Bank in Q4 2022 and held it in 1 quarter.
  • Corient Private Wealth's Signature Bank position peaked at $310K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.