SWA
SBNY

SOA Wealth Advisors’s Signature Bank SBNY Stock Holding History

SOA 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
2023
Q2 		– Sell
-272
Closed -$50 – 986
2023
Q1 		$50 Buy
272
+2
+0.7% +$241 ﹤0.01% 952
2022
Q4 		$31.2K Sell
270
-99
-27% -$13.6K 0.01% 342
2022
Q3 		$55K Buy
369
+101
+38% +$18.4K 0.02% 252
2022
Q2 		$48K Sell
268
-152
-36% -$34.1K 0.01% 272
2022
Q1 		$123K Buy
420
+153
+57% +$49.7K 0.03% 212
2021
Q4 		$85K Hold
267
– – 0.02% 236
2021
Q3 		$72K Buy
+267
New +$67K 0.02% 267

Other funds holding SBNY

FCA
FinTrust Capital Advisors Greenville, South Carolina $589M AUM 26.89% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return