JFS Wealth Advisors’s Signature Bank SBNY Stock Holding History

JFS Wealth Advisors’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	-13	Closed	-$1.5K	–	2013
2022 Q4	$1.5K	Sell	13 -21	-62%	-$2.89K	﹤0.01%	1477
2022 Q3	$5K	Buy	34 +22	+183%	+$4K	﹤0.01%	1029
2022 Q2	$2K	Sell	12 -22	-65%	-$4.93K	﹤0.01%	1442
2022 Q1	$10K	Buy	34 +17	+100%	+$5.52K	﹤0.01%	799
2021 Q4	$5K	Buy	+17	New	+$5.3K	﹤0.01%	820
2018 Q2	–	Sell	-28	Closed	-$4K	–	575
2018 Q1	$4K	Hold	28	–	–	﹤0.01%	445
2017 Q4	$4K	Buy	+28	New	+$3.69K	﹤0.01%	455
2015 Q3	–	Sell	-100	Closed	-$15K	–	616
2015 Q2	$15K	Hold	100	–	–	0.01%	318
2015 Q1	$13K	Hold	100	–	–	0.01%	336
2014 Q4	$13K	Buy	+100	New	+$11.9K	﹤0.01%	349

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 $1.28B AUM 38.1% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

JFS Wealth Advisors's SBNY Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 13 shares — an estimated $1.5K sold.

JFS Wealth Advisors first reported a position in SBNY in Q4 2014 and held it in 10 quarters. The position peaked at $15K in Q2 2015. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

JFS Wealth Advisors reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 13 Signature Bank shares in Q1 2023, an estimated $1.5K.
JFS Wealth Advisors first reported a position in Signature Bank in Q4 2014 and held it in 10 quarters.
JFS Wealth Advisors's Signature Bank position peaked at $15K in Q2 2015.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.