Prestige Wealth Management Group’s Signature Bank SBNY Stock Holding History

Prestige Wealth Management Group’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	-31	Closed	-$3.57K	–	1183
2022 Q4	$3.57K	Buy	31 +12	+63%	+$1.65K	﹤0.01%	704
2022 Q3	$3K	Sell	19 -2	-10%	-$363	﹤0.01%	703
2022 Q2	$4K	Buy	21 +8	+62%	+$1.79K	﹤0.01%	667
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	693
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	707
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	711
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	763
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	758
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	810
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	871
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	877
2020 Q1	$1K	Buy	+13	New	+$1.63K	﹤0.01%	887
2019 Q1	–	Sell	-23	Closed	-$2K	–	1314
2018 Q4	$2K	Buy	+23	New	+$2.59K	﹤0.01%	927

Other funds holding SBNY

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Prestige Wealth Management Group's SBNY Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 31 shares — an estimated $3.57K sold.

Prestige Wealth Management Group first reported a position in SBNY in Q4 2018 and held it in 13 quarters. The position peaked at $4K in Q2 2022. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

Prestige Wealth Management Group reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 31 Signature Bank shares in Q1 2023, an estimated $3.57K.
Prestige Wealth Management Group first reported a position in Signature Bank in Q4 2018 and held it in 13 quarters.
Prestige Wealth Management Group's Signature Bank position peaked at $4K in Q2 2022.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.