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	–	985
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 $591M AUM 26.89% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SOA Wealth Advisors's SBNY Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 272 shares — an estimated $50 sold.

SOA Wealth Advisors first reported a position in SBNY in Q3 2021 and held it in 7 quarters. The position peaked at $123K in Q1 2022. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.

SOA Wealth Advisors reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 272 Signature Bank shares in Q2 2023, an estimated $50.
SOA Wealth Advisors first reported a position in Signature Bank in Q3 2021 and held it in 7 quarters.
SOA Wealth Advisors's Signature Bank position peaked at $123K in Q1 2022.
7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.