IWM
SBNY

IHT Wealth Management’s Signature Bank SBNY Stock Holding History

IHT 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
2023
Q1 		– Sell
-2,210
Closed -$255K – 1009
2022
Q4 		$255K Sell
2,210
-144
-6% -$19.8K 0.02% 722
2022
Q3 		$355K Buy
2,354
+101
+4% +$18.4K 0.03% 559
2022
Q2 		$404K Sell
2,253
-43
-2% -$9.63K 0.04% 445
2022
Q1 		$674K Buy
2,296
+60
+3% +$19.5K 0.05% 334
2021
Q4 		$723K Buy
2,236
+4
+0.2% +$1.25K 0.05% 333
2021
Q3 		$608K Sell
2,232
-93
-4% -$23.4K 0.05% 365
2021
Q2 		$571K Buy
2,325
+11
+0.5% +$2.67K 0.04% 493
2021
Q1 		$523K Buy
2,314
+47
+2% +$9.26K 0.04% 446
2020
Q4 		$307K Buy
+2,267
New +$237K 0.03% 555
2018
Q2 		– Sell
-260
Closed -$36K – 1654
2018
Q1 		$36K Hold
260
– – 0.01% 787
2017
Q4 		$36K Hold
260
– – 0.01% 798
2017
Q3 		$32K Sell
260
-75
-22% -$9.85K 0.01% 644
2017
Q2 		$2 Buy
335
+145
+76% +$20.6K ﹤0.01% 1272
2017
Q1 		$27K Buy
190
+30
+19% +$4.65K 0.02% 573
2016
Q4 		$24K Buy
+160
New +$21.8K 0.02% 580

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