PFWA
SBNY

Paces Ferry Wealth Advisors’s Signature Bank SBNY Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-201
Closed -$17K – 1311
2020
Q3 		$17K Buy
+201
New +$20K 0.01% 360

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Paces Ferry Wealth Advisors's SBNY Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Signature Bank (SBNY) in Q4 2020, closing a stake of 201 shares — an estimated $17K sold.

Paces Ferry Wealth Advisors first reported a position in SBNY in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 327 funds tracked by Wall St. Rank hold SBNY as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Signature Bank position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 201 Signature Bank shares in Q4 2020, an estimated $17K.
  • Paces Ferry Wealth Advisors first reported a position in Signature Bank in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Signature Bank position peaked at $17K in Q3 2020.
  • 327 funds tracked by Wall St. Rank held Signature Bank as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.