LWMM
SBNY

Legacy Wealth Management (Mississippi)’s Signature Bank SBNY Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q4 		– Sell
-1,412
Closed -$213K – 78
2022
Q3 		$213K Hold
1,412
– – 0.14% 75
2022
Q2 		$253K Hold
1,412
– – 0.15% 78
2022
Q1 		$414K Buy
1,412
+32
+2% +$10.4K 0.22% 79
2021
Q4 		$446K Buy
1,380
+13
+1% +$4.05K 0.23% 80
2021
Q3 		$372K Hold
1,367
– – 0.2% 86
2021
Q2 		$336K Sell
1,367
-22
-2% -$5.34K 0.19% 89
2021
Q1 		$314K Buy
+1,389
New +$274K 0.19% 83

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SBNY Position: Q4 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 1,412 shares — an estimated $213K sold.

Legacy Wealth Management (Mississippi) first reported a position in SBNY in Q1 2021 and held it in 7 quarters. The position peaked at $446K in Q4 2021. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 1,412 Signature Bank shares in Q4 2022, an estimated $213K.
  • Legacy Wealth Management (Mississippi) first reported a position in Signature Bank in Q1 2021 and held it in 7 quarters.
  • Legacy Wealth Management (Mississippi)'s Signature Bank position peaked at $446K in Q4 2021.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2022, filed 12 Dec 2024.