PWPS
SBNY

Pinnacle Wealth Planning Services’s Signature Bank SBNY Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-67
Closed -$9K – 2320
2020
Q4 		$9K Buy
+67
New +$7K ﹤0.01% 1449

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's SBNY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Signature Bank (SBNY) in Q1 2021, closing a stake of 67 shares — an estimated $9K sold.

Pinnacle Wealth Planning Services first reported a position in SBNY in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 417 funds tracked by Wall St. Rank hold SBNY as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Signature Bank position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 67 Signature Bank shares in Q1 2021, an estimated $9K.
  • Pinnacle Wealth Planning Services first reported a position in Signature Bank in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Signature Bank position peaked at $9K in Q4 2020.
  • 417 funds tracked by Wall St. Rank held Signature Bank as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.