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 		$2K 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 $332M AUM 22.76% 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 $177B AUM 39.86% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

IHT Wealth Management's SBNY Position: Q1 2023 in Review

IHT Wealth Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 2,210 shares — an estimated $255K sold.

IHT Wealth Management first reported a position in SBNY in Q4 2016 and held it in 15 quarters. The position peaked at $723K in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • IHT Wealth Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • IHT Wealth Management sold 2,210 Signature Bank shares in Q1 2023, an estimated $255K.
  • IHT Wealth Management first reported a position in Signature Bank in Q4 2016 and held it in 15 quarters.
  • IHT Wealth Management's Signature Bank position peaked at $723K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.