LWAM
SBNY

Legacy Wealth Asset Management’s Signature Bank SBNY Stock Holding History

Legacy Wealth 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
-3,699
Closed -$426K – 345
2022
Q4 		$426K Buy
3,699
+1,401
+61% +$193K 0.16% 227
2022
Q3 		$347K Buy
2,298
+106
+5% +$19.3K 0.15% 241
2022
Q2 		$393K Buy
2,192
+728
+50% +$163K 0.16% 201
2022
Q1 		$430K Sell
1,464
-173
-11% -$56.2K 0.15% 208
2021
Q4 		$530K Sell
1,637
-25
-2% -$7.79K 0.18% 194
2021
Q3 		$453K Sell
1,662
-14
-0.8% -$3.52K 0.21% 183
2021
Q2 		$412K Sell
1,676
-460
-22% -$112K 0.18% 208
2021
Q1 		$483K Sell
2,136
-2,571
-55% -$507K 0.22% 178
2020
Q4 		$637K Buy
+4,707
New +$492K 0.32% 126

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 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 $1.28B AUM 38.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
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
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

Legacy Wealth Asset Management's SBNY Position: Q1 2023 in Review

Legacy Wealth Asset Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 3,699 shares — an estimated $426K sold.

Legacy Wealth Asset Management first reported a position in SBNY in Q4 2020 and held it in 9 quarters. The position peaked at $637K in Q4 2020. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Legacy Wealth Asset Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,699 Signature Bank shares in Q1 2023, an estimated $426K.
  • Legacy Wealth Asset Management first reported a position in Signature Bank in Q4 2020 and held it in 9 quarters.
  • Legacy Wealth Asset Management's Signature Bank position peaked at $637K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.