Mutual Advisors’s Signature Bank SBNY Stock Holding History

Mutual 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 Q3	–	Sell	-1,650	Closed	-$296K	–	963
2022 Q2	$296K	Buy	1,650 +845	+105%	+$189K	0.02%	678
2022 Q1	$236K	Sell	805 -46	-5%	-$14.9K	0.01%	778
2021 Q4	$275K	Sell	851 -181	-18%	-$56.4K	0.01%	760
2021 Q3	$281K	Buy	+1,032	New	+$259K	0.02%	733

Other funds holding SBNY

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Mutual Advisors's SBNY Position: Q3 2022 in Review

Mutual Advisors sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 1,650 shares — an estimated $296K sold.

Mutual Advisors first reported a position in SBNY in Q3 2021 and held it in 4 quarters. The position peaked at $296K in Q2 2022. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

Mutual Advisors reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
Mutual Advisors sold 1,650 Signature Bank shares in Q3 2022, an estimated $296K.
Mutual Advisors first reported a position in Signature Bank in Q3 2021 and held it in 4 quarters.
Mutual Advisors's Signature Bank position peaked at $296K in Q2 2022.
509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Mutual Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.