CFO
SBNY

CVA Family Office’s Signature Bank SBNY Stock Holding History

CVA Family Office’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
-30
Closed -$5K – 1034
2022
Q3 		$5K Hold
30
– – ﹤0.01% 729
2022
Q2 		$5K Buy
30
+20
+200% +$4.48K ﹤0.01% 754
2022
Q1 		$3K Buy
+10
New +$3.25K ﹤0.01% 856

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CVA Family Office's SBNY Position: Q4 2022 in Review

CVA Family Office sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 30 shares — an estimated $5K sold.

CVA Family Office first reported a position in SBNY in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • CVA Family Office reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • CVA Family Office sold 30 Signature Bank shares in Q4 2022, an estimated $5K.
  • CVA Family Office first reported a position in Signature Bank in Q1 2022 and held it in 3 quarters.
  • CVA Family Office's Signature Bank position peaked at $5K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.