EHWM
SBNY

Eads & Heald Wealth Management’s Signature Bank SBNY Stock Holding History

Eads & Heald Wealth Management’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
Q2 		– Sell
-776
Closed -$228K – 154
2022
Q1 		$228K Buy
+776
New +$252K 0.11% 142

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eads & Heald Wealth Management's SBNY Position: Q2 2022 in Review

Eads & Heald Wealth Management sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 776 shares — an estimated $228K sold.

Eads & Heald Wealth Management first reported a position in SBNY in Q1 2022 and held it in 1 quarter. The position peaked at $228K in Q1 2022. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

  • Eads & Heald Wealth Management reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 776 Signature Bank shares in Q2 2022, an estimated $228K.
  • Eads & Heald Wealth Management first reported a position in Signature Bank in Q1 2022 and held it in 1 quarter.
  • Eads & Heald Wealth Management's Signature Bank position peaked at $228K in Q1 2022.
  • 546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.