CIA
SBNY

CSat Investment Advisory’s Signature Bank SBNY Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-6,793
Closed -$564K – 1086
2020
Q3 		$564K Buy
6,793
+681
+11% +$67.8K 0.05% 173
2020
Q2 		$654K Sell
6,112
-149
-2% -$14.7K 0.08% 138
2020
Q1 		$503K Sell
6,261
-825
-12% -$104K 0.11% 136
2019
Q4 		$968K Sell
7,086
-586
-8% -$73.3K 0.25% 76
2019
Q3 		$915K Sell
7,672
-237
-3% -$28.7K 0.29% 68
2019
Q2 		$956K Buy
7,909
+4,068
+106% +$503K 0.34% 64
2019
Q1 		$492K Buy
+3,841
New +$489K 0.25% 80

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CSat Investment Advisory's SBNY Position: Q4 2020 in Review

CSat Investment Advisory sold out of Signature Bank (SBNY) in Q4 2020, closing a stake of 6,793 shares — an estimated $564K sold.

CSat Investment Advisory first reported a position in SBNY in Q1 2019 and held it in 7 quarters. The position peaked at $968K in Q4 2019. 327 funds tracked by Wall St. Rank hold SBNY as of Q4 2020.

  • CSat Investment Advisory reported no remaining Signature Bank position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 6,793 Signature Bank shares in Q4 2020, an estimated $564K.
  • CSat Investment Advisory first reported a position in Signature Bank in Q1 2019 and held it in 7 quarters.
  • CSat Investment Advisory's Signature Bank position peaked at $968K in Q4 2019.
  • 327 funds tracked by Wall St. Rank held Signature Bank as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.