IAA
SBNY

Independent Advisor Alliance’s Signature Bank SBNY Stock Holding History

Independent Advisor Alliance’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
-1,183
Closed -$212K – 668
2022
Q2 		$212K Buy
+1,183
New +$265K 0.01% 563

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

Independent Advisor Alliance's SBNY Position: Q3 2022 in Review

Independent Advisor Alliance sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 1,183 shares — an estimated $212K sold.

Independent Advisor Alliance first reported a position in SBNY in Q2 2022 and held it in 1 quarter. The position peaked at $212K in Q2 2022. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Independent Advisor Alliance reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,183 Signature Bank shares in Q3 2022, an estimated $212K.
  • Independent Advisor Alliance first reported a position in Signature Bank in Q2 2022 and held it in 1 quarter.
  • Independent Advisor Alliance's Signature Bank position peaked at $212K in Q2 2022.
  • 509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Independent Advisor Alliance's 13F filing for Q3 2022, filed 4 Nov 2022.