OIA
SBNY

OneDigital Investment Advisors’s Signature Bank SBNY Stock Holding History

OneDigital 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
2023
Q1 		– Sell
-4,279
Closed -$493K – 1001
2022
Q4 		$493K Sell
4,279
-43,157
-91% -$5.93M 0.01% 524
2022
Q3 		$7.16M Sell
47,436
-4,350
-8% -$791K 0.27% 60
2022
Q2 		$9.28M Sell
51,786
-1,227
-2% -$275K 0.4% 40
2022
Q1 		$15.6M Buy
53,013
+584
+1% +$190K 0.59% 24
2021
Q4 		$17M Sell
52,429
-6,222
-11% -$1.94M 0.6% 26
2021
Q3 		$16M Buy
58,651
+548
+0.9% +$138K 0.63% 28
2021
Q2 		$14.3M Buy
58,103
+355
+0.6% +$86.2K 0.59% 30
2021
Q1 		$13.1M Sell
57,748
-1,060
-2% -$209K 0.61% 29
2020
Q4 		$7.96M Buy
58,808
+6,019
+11% +$629K 0.41% 47
2020
Q3 		$4.38M Buy
52,789
+7,831
+17% +$780K 0.3% 61
2020
Q2 		$4.81M Buy
44,958
+6,905
+18% +$680K 0.35% 60
2020
Q1 		$3.06M Buy
38,053
+6,190
+19% +$777K 0.27% 80
2019
Q4 		$4.35M Buy
31,863
+870
+3% +$109K 0.34% 65
2019
Q3 		$3.69M Sell
30,993
-23,152
-43% -$2.8M 0.33% 72
2019
Q2 		$6.54M Buy
54,145
+29,915
+123% +$3.7M 0.51% 36
2019
Q1 		$3.1M Buy
24,230
+1,226
+5% +$156K 0.45% 53
2018
Q4 		$2.37M Buy
+23,004
New +$2.59M 0.4% 58
2018
Q3 		– Sell
-19,738
Closed -$2.52M – 1353
2018
Q2 		$2.52M Buy
19,738
+3,549
+22% +$465K 0.53% 34
2018
Q1 		$2.3M Buy
16,189
+15,748
+3,571% +$2.37M 0.5% 42
2017
Q4 		$61K Buy
441
+90
+26% +$11.9K 0.01% 453
2017
Q3 		$45K Buy
351
+131
+60% +$17.2K 0.02% 409
2017
Q2 		$32K Buy
+220
New +$31.2K 0.01% 599

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 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 $360M AUM 32.54% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

OneDigital Investment Advisors's SBNY Position: Q1 2023 in Review

OneDigital Investment Advisors sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 4,279 shares — an estimated $493K sold.

OneDigital Investment Advisors first reported a position in SBNY in Q2 2017 and held it in 22 quarters. The position peaked at $17M in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • OneDigital Investment Advisors reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,279 Signature Bank shares in Q1 2023, an estimated $493K.
  • OneDigital Investment Advisors first reported a position in Signature Bank in Q2 2017 and held it in 22 quarters.
  • OneDigital Investment Advisors's Signature Bank position peaked at $17M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on OneDigital Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.