LFAS
SBNY

Level Four Advisory Services’s Signature Bank SBNY Stock Holding History

Level Four Advisory Services’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
-1,634
Closed -$293K – 602
2022
Q2 		$293K Sell
1,634
-1,050
-39% -$235K 0.03% 455
2022
Q1 		$788K Sell
2,684
-524
-16% -$170K 0.06% 290
2021
Q4 		$1.04M Buy
+3,208
New +$1,000K 0.08% 243
2017
Q3 		– Sell
-1,824
Closed -$260K – 546
2017
Q2 		$260K Sell
1,824
-1,504
-45% -$213K 0.04% 407
2017
Q1 		$483K Buy
+3,328
New +$516K 0.05% 328

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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