PMFA
SBNY

Plante Moran Financial Advisors’s Signature Bank SBNY Stock Holding History

Plante Moran Financial 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
-9
Closed -$2K – 1120
2022
Q2 		$2K Buy
+9
New +$2.02K ﹤0.01% 868
2018
Q3 		– Sell
-8
Closed -$1K – 888
2018
Q2 		$1K Hold
8
– – ﹤0.01% 797
2018
Q1 		$1K Hold
8
– – ﹤0.01% 943
2017
Q4 		$1K Buy
8
+1
+14% +$132 ﹤0.01% 867
2017
Q3 		$1K Hold
7
– – ﹤0.01% 796
2017
Q2 		$1K Hold
7
– – ﹤0.01% 821
2017
Q1 		$1K Buy
+7
New +$1.08K ﹤0.01% 864

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's SBNY Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SBNY in Q1 2017 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 508 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 Signature Bank shares in Q3 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Signature Bank in Q1 2017 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Signature Bank position peaked at $2K in Q2 2022.
  • 508 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.