IMA Advisory Services’s Signature Bank SBNY Stock Holding History

IMA Advisory Services’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	-300	Closed	-$34.6K	–	352
2022 Q4	$34.6K	Sell	300 -10,791	-97%	-$1.48M	0.01%	198
2022 Q3	$1.68M	Buy	11,091 +1,311	+13%	+$238K	0.45%	67
2022 Q2	$1.75M	Buy	+9,780	New	+$2.19M	0.43%	71
2019 Q1	–	Sell	-274	Closed	-$28K	–	358
2018 Q4	$28K	Hold	274	–	–	0.01%	175
2018 Q3	$31K	Sell	274 -382	-58%	-$45K	0.01%	172
2018 Q2	$84K	Sell	656 -10,029	-94%	-$1.31M	0.04%	141
2018 Q1	$1.52M	Buy	10,685 +4,211	+65%	+$635K	0.68%	62
2017 Q4	$889K	Sell	6,474 -11,466	-64%	-$1.51M	0.4%	76
2017 Q3	$2.3M	Buy	17,940 +2,823	+19%	+$371K	1.07%	32
2017 Q2	$2.17M	Sell	15,117 -535	-3%	-$75.9K	1.04%	28
2017 Q1	$2.32M	Buy	+15,652	New	+$2.42M	1.17%	26

Other funds holding SBNY

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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 $603M AUM 66.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

IMA Advisory Services's SBNY Position: Q1 2023 in Review

IMA Advisory Services sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 300 shares — an estimated $34.6K sold.

IMA Advisory Services first reported a position in SBNY in Q1 2017 and held it in 11 quarters. The position peaked at $2.32M in Q1 2017. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

IMA Advisory Services reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 300 Signature Bank shares in Q1 2023, an estimated $34.6K.
IMA Advisory Services first reported a position in Signature Bank in Q1 2017 and held it in 11 quarters.
IMA Advisory Services's Signature Bank position peaked at $2.32M in Q1 2017.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.