LFA
SBNY

Legend Financial Advisors’s Signature Bank SBNY Stock Holding History

Legend Financial 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
2022
Q4 		– Sell
-2,717
Closed -$410K – 257
2022
Q3 		$410K Buy
+2,717
New +$494K 0.39% 28

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

Legend Financial Advisors's SBNY Position: Q4 2022 in Review

Legend Financial Advisors sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 2,717 shares — an estimated $410K sold.

Legend Financial Advisors first reported a position in SBNY in Q3 2022 and held it in 1 quarter. The position peaked at $410K in Q3 2022. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Legend Financial Advisors reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Legend Financial Advisors sold 2,717 Signature Bank shares in Q4 2022, an estimated $410K.
  • Legend Financial Advisors first reported a position in Signature Bank in Q3 2022 and held it in 1 quarter.
  • Legend Financial Advisors's Signature Bank position peaked at $410K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Legend Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.