HighTower Advisors
SBNY

HighTower Advisors’s Signature Bank SBNY Stock Holding History

HighTower 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
2022
Q3 		– Sell
-1,456
Closed -$263K – 3526
2022
Q2 		$263K Sell
1,456
-5,283
-78% -$1.18M ﹤0.01% 2449
2022
Q1 		$1.98M Buy
6,739
+6,070
+907% +$1.97M ﹤0.01% 1376
2021
Q4 		$217K Buy
+669
New +$209K ﹤0.01% 2704
2019
Q2 		– Sell
-1,914
Closed -$250K – 2589
2019
Q1 		$250K Sell
1,914
-172
-8% -$21.9K ﹤0.01% 1823
2018
Q4 		$217K Buy
+2,086
New +$235K ﹤0.01% 1791
2017
Q4 		– Sell
-15,143
Closed -$1.96M – 2449
2017
Q3 		$1.96M Buy
15,143
+872
+6% +$114K 0.02% 830
2017
Q2 		$2.05M Sell
14,271
-61
-0.4% -$8.65K 0.02% 792
2017
Q1 		$2.1M Buy
14,332
+12,736
+798% +$1.97M 0.02% 741
2016
Q4 		$242K Buy
+1,596
New +$218K ﹤0.01% 1587
2016
Q3 		– Sell
-11,473
Closed -$1.41M – 2014
2016
Q2 		$1.41M Sell
11,473
-2,641
-19% -$353K 0.02% 739
2016
Q1 		$1.92M Buy
14,114
+10,926
+343% +$1.49M 0.01% 739
2015
Q4 		$494K Sell
3,188
-603
-16% -$91K 0.01% 1317
2015
Q3 		$525K Buy
3,791
+1,524
+67% +$215K 0.01% 1180
2015
Q2 		$332K Buy
+2,267
New +$315K 0.01% 1152

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return