Mount Yale Investment Advisors’s Signature Bank SBNY Stock Holding History

Mount Yale Investment 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	-3,083	Closed	-$466K	–	501
2022 Q3	$466K	Hold	3,083	–	–	0.06%	277
2022 Q2	$553K	Buy	3,083 +547	+22%	+$123K	0.07%	272
2022 Q1	$744K	Sell	2,536 -1,004	-28%	-$326K	0.08%	243
2021 Q4	$1.15M	Buy	3,540 +1,020	+40%	+$318K	0.12%	186
2021 Q3	$686K	Buy	2,520 +1,246	+98%	+$313K	0.08%	233
2021 Q2	$313K	Sell	1,274 -822	-39%	-$200K	0.04%	314
2021 Q1	$474K	Buy	+2,096	New	+$413K	0.06%	268

Other funds holding SBNY

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's SBNY Position: Q4 2022 in Review

Mount Yale Investment Advisors sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 3,083 shares — an estimated $466K sold.

Mount Yale Investment Advisors first reported a position in SBNY in Q1 2021 and held it in 7 quarters. The position peaked at $1.15M in Q4 2021. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

Mount Yale Investment Advisors reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,083 Signature Bank shares in Q4 2022, an estimated $466K.
Mount Yale Investment Advisors first reported a position in Signature Bank in Q1 2021 and held it in 7 quarters.
Mount Yale Investment Advisors's Signature Bank position peaked at $1.15M in Q4 2021.
485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.