MCC
SBNY

Money Concepts Capital’s Signature Bank SBNY Stock Holding History

Money Concepts Capital’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
-35
Closed -$4.01K – 3254
2022
Q4 		$4.01K Sell
35
-1,919
-98% -$264K ﹤0.01% 2441
2022
Q3 		$295K Buy
1,954
+52
+3% +$9.45K 0.02% 368
2022
Q2 		$350K Buy
1,902
+74
+4% +$16.6K 0.03% 326
2022
Q1 		$537K Sell
1,828
-247
-12% -$80.2K 0.03% 424
2021
Q4 		$671K Buy
+2,075
New +$647K 0.06% 266
2021
Q1 		$513K Buy
+2,270
New +$447K 0.04% 312

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

Money Concepts Capital's SBNY Position: Q1 2023 in Review

Money Concepts Capital sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 35 shares — an estimated $4.01K sold.

Money Concepts Capital first reported a position in SBNY in Q1 2021 and held it in 6 quarters. The position peaked at $671K in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Money Concepts Capital reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 35 Signature Bank shares in Q1 2023, an estimated $4.01K.
  • Money Concepts Capital first reported a position in Signature Bank in Q1 2021 and held it in 6 quarters.
  • Money Concepts Capital's Signature Bank position peaked at $671K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.