FA
SBNY

FDx Advisors’s Signature Bank SBNY Stock Holding History

FDx 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
Q2 		– Sell
-2,908
Closed -$335K – 861
2023
Q1 		$335K Hold
2,908
– – 0.01% 533
2022
Q4 		$335K Sell
2,908
-113
-4% -$15.5K 0.01% 533
2022
Q3 		$456K Buy
3,021
+1,032
+52% +$188K 0.02% 426
2022
Q2 		$357K Sell
1,989
-401
-17% -$89.8K 0.01% 573
2022
Q1 		$701K Buy
2,390
+563
+31% +$183K 0.02% 412
2021
Q4 		$591K Sell
1,827
-301
-14% -$93.8K 0.02% 487
2021
Q3 		$579K Buy
2,128
+35
+2% +$8.79K 0.02% 468
2021
Q2 		$514K Sell
2,093
-37
-2% -$8.98K 0.02% 502
2021
Q1 		$482K Buy
+2,130
New +$420K 0.02% 476
2020
Q1 		– Sell
-1,586
Closed -$217K – 645
2019
Q4 		$217K Buy
+1,586
New +$198K 0.01% 573
2018
Q4 		– Sell
-1,754
Closed -$201K – 900
2018
Q3 		$201K Buy
1,754
+27
+2% +$3.18K 0.01% 840
2018
Q2 		$221K Buy
1,727
+97
+6% +$12.7K 0.01% 821
2018
Q1 		$231K Sell
1,630
-489
-23% -$73.7K 0.01% 1085
2017
Q4 		$291K Sell
2,119
-1,254
-37% -$165K 0.01% 1054
2017
Q3 		$432K Buy
3,373
+1,092
+48% +$143K 0.01% 862
2017
Q2 		$327K Buy
2,281
+540
+31% +$76.6K 0.01% 949
2017
Q1 		$258K Buy
1,741
+338
+24% +$52.4K 0.01% 1027
2016
Q4 		$211K Buy
+1,403
New +$191K 0.01% 1066

Other funds holding SBNY

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

FDx Advisors's SBNY Position: Q2 2023 in Review

FDx Advisors sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 2,908 shares — an estimated $335K sold.

FDx Advisors first reported a position in SBNY in Q4 2016 and held it in 18 quarters. The position peaked at $701K in Q1 2022. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.

  • FDx Advisors reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
  • FDx Advisors sold 2,908 Signature Bank shares in Q2 2023, an estimated $335K.
  • FDx Advisors first reported a position in Signature Bank in Q4 2016 and held it in 18 quarters.
  • FDx Advisors's Signature Bank position peaked at $701K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.