NewEdge Advisors’s Signature Bank SBNY Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-4,023	Closed	-$463K	–	4374
2022 Q4	$463K	Buy	4,023 +1,097	+37%	+$151K	0.01%	817
2022 Q3	$442K	Buy	2,926 +1,073	+58%	+$195K	0.01%	1026
2022 Q2	$332K	Buy	+1,853	New	+$415K	0.01%	1165
2017 Q3	–	Sell	-70	Closed	-$9.91K	–	1368
2017 Q2	$9.91K	Buy	+70	New	+$9.93K	﹤0.01%	963

Other funds holding SBNY

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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 $967M AUM 94.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

NewEdge Advisors's SBNY Position: Q1 2023 in Review

NewEdge Advisors sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 4,023 shares — an estimated $463K sold.

NewEdge Advisors first reported a position in SBNY in Q2 2017 and held it in 4 quarters. The position peaked at $463K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

NewEdge Advisors reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 4,023 Signature Bank shares in Q1 2023, an estimated $463K.
NewEdge Advisors first reported a position in Signature Bank in Q2 2017 and held it in 4 quarters.
NewEdge Advisors's Signature Bank position peaked at $463K in Q4 2022.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.