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 – 3217
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

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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return