C
SBNY

Covestor’s Signature Bank SBNY Stock Holding History

Covestor’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
-841
Closed -$97K – 2808
2022
Q4 		$97K Buy
841
+380
+82% +$52.2K 0.08% 401
2022
Q3 		$70K Buy
461
+415
+902% +$75.4K 0.06% 558
2022
Q2 		$8K Hold
46
– – 0.01% 1306
2022
Q1 		$14K Buy
46
+11
+31% +$3.57K 0.01% 1206
2021
Q4 		$11K Buy
+35
New +$10.9K 0.02% 1007

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

Covestor's SBNY Position: Q1 2023 in Review

Covestor sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 841 shares — an estimated $97K sold.

Covestor first reported a position in SBNY in Q4 2021 and held it in 5 quarters. The position peaked at $97K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Covestor reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 841 Signature Bank shares in Q1 2023, an estimated $97K.
  • Covestor first reported a position in Signature Bank in Q4 2021 and held it in 5 quarters.
  • Covestor's Signature Bank position peaked at $97K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.