HGWM
SBNY

Harvest Group Wealth Management’s Signature Bank SBNY Stock Holding History

Harvest Group 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
2020
Q4 		– Sell
-30
Closed -$3.13K – 911
2020
Q3 		$3K Hold
30
– – ﹤0.01% 318
2020
Q2 		$3K Hold
30
– – ﹤0.01% 290
2020
Q1 		$2K Sell
30
-26
-46% -$3.26K ﹤0.01% 339
2019
Q4 		$7K Hold
56
– – 0.01% 308
2019
Q3 		$7K Buy
56
+39
+229% +$4.72K 0.01% 337
2019
Q2 		$2K Buy
+17
New +$2.1K ﹤0.01% 634

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harvest Group Wealth Management's SBNY Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Signature Bank (SBNY) in Q4 2020, closing a stake of 30 shares — an estimated $3.13K sold.

Harvest Group Wealth Management first reported a position in SBNY in Q2 2019 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 327 funds tracked by Wall St. Rank hold SBNY as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Signature Bank position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 30 Signature Bank shares in Q4 2020, an estimated $3.13K.
  • Harvest Group Wealth Management first reported a position in Signature Bank in Q2 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Signature Bank position peaked at $7K in Q4 2019.
  • 327 funds tracked by Wall St. Rank held Signature Bank as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.