SFS
SBNY

Sowell Financial Services’s Signature Bank SBNY Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-128
Closed -$32K – 3209
2021
Q1 		$32K Buy
128
+71
+125% +$14K ﹤0.01% 1849
2020
Q4 		$8K Buy
57
+44
+338% +$4.6K ﹤0.01% 2143
2020
Q3 		$1K Hold
13
– – ﹤0.01% 2489
2020
Q2 		$1K Hold
13
– – ﹤0.01% 2430
2020
Q1 		$1K Hold
13
– – ﹤0.01% 2386
2019
Q4 		$2K Sell
13
-60
-82% -$7.51K ﹤0.01% 2275
2019
Q3 		$9K Buy
+73
New +$8.84K ﹤0.01% 1593

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's SBNY Position: Q2 2021 in Review

Sowell Financial Services sold out of Signature Bank (SBNY) in Q2 2021, closing a stake of 128 shares — an estimated $32K sold.

Sowell Financial Services first reported a position in SBNY in Q3 2019 and held it in 7 quarters. The position peaked at $32K in Q1 2021. 433 funds tracked by Wall St. Rank hold SBNY as of Q2 2021.

  • Sowell Financial Services reported no remaining Signature Bank position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 128 Signature Bank shares in Q2 2021, an estimated $32K.
  • Sowell Financial Services first reported a position in Signature Bank in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Signature Bank position peaked at $32K in Q1 2021.
  • 433 funds tracked by Wall St. Rank held Signature Bank as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.