EW
SBNY

Evoke Wealth’s Signature Bank SBNY Stock Holding History

Evoke Wealth’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
-11
Closed -$2K – 1242
2022
Q3 		$2K Sell
11
-84
-88% -$15.3K ﹤0.01% 1090
2022
Q2 		$17K Buy
95
+88
+1,257% +$19.7K ﹤0.01% 689
2022
Q1 		$2K Buy
+7
New +$2.27K ﹤0.01% 1094

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Evoke Wealth's SBNY Position: Q4 2022 in Review

Evoke Wealth sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 11 shares — an estimated $2K sold.

Evoke Wealth first reported a position in SBNY in Q1 2022 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 483 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Evoke Wealth reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 11 Signature Bank shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Signature Bank in Q1 2022 and held it in 3 quarters.
  • Evoke Wealth's Signature Bank position peaked at $17K in Q2 2022.
  • 483 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.