EWA
SBNY

EverSource Wealth Advisors’s Signature Bank SBNY Stock Holding History

EverSource Wealth Advisors’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
-182
Closed -$21K – 2604
2022
Q4 		$21K Buy
182
+150
+469% +$20.6K ﹤0.01% 1054
2022
Q3 		$5K Buy
+32
New +$5.82K ﹤0.01% 1408
2022
Q2 		– Sell
-269
Closed -$60.3K – 1964
2022
Q1 		$78K Buy
+269
New +$87.4K 0.02% 392

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

EverSource Wealth Advisors's SBNY Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 182 shares — an estimated $21K sold.

EverSource Wealth Advisors first reported a position in SBNY in Q1 2022 and held it in 3 quarters. The position peaked at $78K in Q1 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 182 Signature Bank shares in Q1 2023, an estimated $21K.
  • EverSource Wealth Advisors first reported a position in Signature Bank in Q1 2022 and held it in 3 quarters.
  • EverSource Wealth Advisors's Signature Bank position peaked at $78K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.