RWMG
SBNY

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

Redwood 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
2024
Q3 		– Sell
-29
Closed -$64 – 1208
2024
Q2 		$64 Buy
+29
New +$64 ﹤0.01% 1176

Other funds holding SBNY

MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM

Redwood Wealth Management Group's SBNY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Signature Bank (SBNY) in Q3 2024, closing a stake of 29 shares — an estimated $64 sold.

Redwood Wealth Management Group first reported a position in SBNY in Q2 2024 and held it in 1 quarter. The position peaked at $64 in Q2 2024. 6 funds tracked by Wall St. Rank hold SBNY as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Signature Bank position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 29 Signature Bank shares in Q3 2024, an estimated $64.
  • Redwood Wealth Management Group first reported a position in Signature Bank in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Signature Bank position peaked at $64 in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Signature Bank as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.