SIA
SBNY

Soltis Investment Advisors’s Signature Bank SBNY Stock Holding History

Soltis Investment 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
Q2 		– Sell
-2,015
Closed -$591K – 271
2022
Q1 		$591K Hold
2,015
– – 0.08% 155
2021
Q4 		$652K Hold
2,015
– – 0.09% 150
2021
Q3 		$549K Hold
2,015
– – 0.09% 157
2021
Q2 		$495K Buy
+2,015
New +$489K 0.08% 167

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Soltis Investment Advisors's SBNY Position: Q2 2022 in Review

Soltis Investment Advisors sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 2,015 shares — an estimated $591K sold.

Soltis Investment Advisors first reported a position in SBNY in Q2 2021 and held it in 4 quarters. The position peaked at $652K in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

  • Soltis Investment Advisors reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
  • Soltis Investment Advisors sold 2,015 Signature Bank shares in Q2 2022, an estimated $591K.
  • Soltis Investment Advisors first reported a position in Signature Bank in Q2 2021 and held it in 4 quarters.
  • Soltis Investment Advisors's Signature Bank position peaked at $652K in Q4 2021.
  • 546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Soltis Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.