IAG
SBNY

Investmark Advisory Group’s Signature Bank SBNY Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-200
Closed -$64K – 390
2021
Q4 		$64K Buy
+200
New +$62.3K 0.06% 146

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Investmark Advisory Group's SBNY Position: Q1 2022 in Review

Investmark Advisory Group sold out of Signature Bank (SBNY) in Q1 2022, closing a stake of 200 shares — an estimated $64K sold.

Investmark Advisory Group first reported a position in SBNY in Q4 2021 and held it in 1 quarter. The position peaked at $64K in Q4 2021. 627 funds tracked by Wall St. Rank hold SBNY as of Q1 2022.

  • Investmark Advisory Group reported no remaining Signature Bank position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 200 Signature Bank shares in Q1 2022, an estimated $64K.
  • Investmark Advisory Group first reported a position in Signature Bank in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Signature Bank position peaked at $64K in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Signature Bank as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.