Lake Street Private Wealth’s Signature Bank SBNY Stock Holding History

Lake Street Private Wealth’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	-12,240	Closed	-$1.41M	–	298
2022 Q4	$1.41M	Buy	12,240 +5,297	+76%	+$728K	0.29%	100
2022 Q3	$1.05M	Buy	6,943 +220	+3%	+$40K	0.24%	105
2022 Q2	$1.21M	Buy	6,723 +539	+9%	+$121K	0.25%	104
2022 Q1	$1.81M	Buy	+6,184	New	+$2.01M	0.33%	88

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 $1.33B AUM 47.35% 1-Year Est. Return

IECM

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

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 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 $20.9B AUM 36.93% 1-Year Est. Return

Lake Street Private Wealth's SBNY Position: Q1 2023 in Review

Lake Street Private Wealth sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 12,240 shares — an estimated $1.41M sold.

Lake Street Private Wealth first reported a position in SBNY in Q1 2022 and held it in 4 quarters. The position peaked at $1.81M in Q1 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

Lake Street Private Wealth reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
Lake Street Private Wealth sold 12,240 Signature Bank shares in Q1 2023, an estimated $1.41M.
Lake Street Private Wealth first reported a position in Signature Bank in Q1 2022 and held it in 4 quarters.
Lake Street Private Wealth's Signature Bank position peaked at $1.81M in Q1 2022.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Lake Street Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.