IFAM
SBNY

Institutional & Family Asset Management’s Signature Bank SBNY Stock Holding History

Institutional & Family Asset 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
-99
Closed -$11.4K – 772
2022
Q4 		$11.4K Hold
99
– – ﹤0.01% 363
2022
Q3 		$15K Hold
99
– – ﹤0.01% 341
2022
Q2 		$18K Buy
99
+20
+25% +$4.48K ﹤0.01% 327
2022
Q1 		$23K Buy
79
+11
+16% +$3.57K ﹤0.01% 344
2021
Q4 		$22K Sell
68
-1
-1% -$312 ﹤0.01% 359
2021
Q3 		$19K Buy
69
+12
+21% +$3.01K ﹤0.01% 464
2021
Q2 		$14K Buy
57
+36
+171% +$8.74K ﹤0.01% 544
2021
Q1 		$5K Buy
+21
New +$4.14K ﹤0.01% 704

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 $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
IA
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
Barclays London, United Kingdom $416B AUM 33.63% 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

Institutional & Family Asset Management's SBNY Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 99 shares — an estimated $11.4K sold.

Institutional & Family Asset Management first reported a position in SBNY in Q1 2021 and held it in 8 quarters. The position peaked at $23K in Q1 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 99 Signature Bank shares in Q1 2023, an estimated $11.4K.
  • Institutional & Family Asset Management first reported a position in Signature Bank in Q1 2021 and held it in 8 quarters.
  • Institutional & Family Asset Management's Signature Bank position peaked at $23K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.