KWM
SBNY

Kingsview Wealth Management’s Signature Bank SBNY Stock Holding History

Kingsview Wealth 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
2022
Q3 		– Sell
-1,215
Closed -$218K – 899
2022
Q2 		$218K Hold
1,215
– – 0.01% 745
2022
Q1 		$357K Hold
1,215
– – 0.02% 652
2021
Q4 		$393K Hold
1,215
– – 0.02% 645
2021
Q3 		$331K Hold
1,215
– – 0.02% 658
2021
Q2 		$304K Buy
+1,215
New +$295K 0.02% 691

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

Kingsview Wealth Management's SBNY Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 1,215 shares — an estimated $218K sold.

Kingsview Wealth Management first reported a position in SBNY in Q2 2021 and held it in 5 quarters. The position peaked at $393K in Q4 2021. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Kingsview Wealth Management reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,215 Signature Bank shares in Q3 2022, an estimated $218K.
  • Kingsview Wealth Management first reported a position in Signature Bank in Q2 2021 and held it in 5 quarters.
  • Kingsview Wealth Management's Signature Bank position peaked at $393K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.