MFWM
SBNY

Motley Fool Wealth Management’s Signature Bank SBNY Stock Holding History

Motley Fool Wealth 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
-12,277
Closed -$1.41M – 133
2022
Q4 		$1.41M Sell
12,277
-3,410
-22% -$469K 0.1% 114
2022
Q3 		$2.37M Sell
15,687
-2,086
-12% -$379K 0.16% 105
2022
Q2 		$3.19M Sell
17,773
-1,945
-10% -$436K 0.2% 98
2022
Q1 		$5.79M Buy
19,718
+1,532
+8% +$498K 0.28% 88
2021
Q4 		$5.88M Buy
+18,186
New +$5.67M 0.26% 85

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 $1.33B AUM 47.35% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $20.9B AUM 36.93% 1-Year Est. Return

Motley Fool Wealth Management's SBNY Position: Q1 2023 in Review

Motley Fool Wealth Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 12,277 shares — an estimated $1.41M sold.

Motley Fool Wealth Management first reported a position in SBNY in Q4 2021 and held it in 5 quarters. The position peaked at $5.88M in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Motley Fool Wealth Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Motley Fool Wealth Management sold 12,277 Signature Bank shares in Q1 2023, an estimated $1.41M.
  • Motley Fool Wealth Management first reported a position in Signature Bank in Q4 2021 and held it in 5 quarters.
  • Motley Fool Wealth Management's Signature Bank position peaked at $5.88M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Motley Fool Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.