Steward Partners Investment Advisory’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,441
| Closed | -$264 | – | 3436 |
|
|
2023
Q1 | $264 | Sell |
1,441
-23,251
| -94% | -$2.8M | ﹤0.01% | 3216 |
|
|
2022
Q4 | $2.85M | Sell |
24,692
-30,829
| -56% | -$4.24M | 0.05% | 363 |
|
|
2022
Q3 | $8.38M | Buy |
55,521
+54,221
| +4,171% | +$9.85M | 0.16% | 153 |
|
|
2022
Q2 | $233K | Sell |
1,300
-51,817
| -98% | -$11.6M | ﹤0.01% | 1150 |
|
|
2022
Q1 | $15.6M | Buy |
53,117
+29,524
| +125% | +$9.59M | 0.24% | 98 |
|
|
2021
Q4 | $7.63M | Buy |
23,593
+58
| +0.2% | +$18.1K | 0.12% | 195 |
|
|
2021
Q3 | $6.41M | Buy |
23,535
+437
| +2% | +$110K | 0.11% | 210 |
|
|
2021
Q2 | $5.67M | Sell |
23,098
-276
| -1% | -$67K | 0.1% | 218 |
|
|
2021
Q1 | $5.28M | Buy |
23,374
+22,302
| +2,080% | +$4.39M | 0.09% | 227 |
|
|
2020
Q4 | $145K | Buy |
1,072
+101
| +10% | +$10.6K | ﹤0.01% | 1205 |
|
|
2020
Q3 | $81K | Hold |
971
| – | – | ﹤0.01% | 1301 |
|
|
2020
Q2 | $104K | Sell |
971
-29
| -3% | -$2.85K | ﹤0.01% | 1141 |
|
|
2020
Q1 | $80K | Hold |
1,000
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q4 | $136K | Buy |
1,000
+11
| +1% | +$1.38K | ﹤0.01% | 1010 |
|
|
2019
Q3 | $117K | Sell |
989
-55
| -5% | -$6.66K | ﹤0.01% | 1030 |
|
|
2019
Q2 | $126K | Buy |
+1,044
| New | +$129K | ﹤0.01% | 967 |
|
|
2018
Q4 | – | Sell |
-1,145
| Closed | -$132K | – | 2601 |
|
|
2018
Q3 | $132K | Buy |
1,145
+52
| +5% | +$6.13K | 0.01% | 841 |
|
|
2018
Q2 | $140K | Buy |
1,093
+9
| +0.8% | +$1.18K | 0.01% | 747 |
|
|
2018
Q1 | $153K | Buy |
1,084
+57
| +6% | +$8.59K | 0.01% | 672 |
|
|
2017
Q4 | $140K | Buy |
1,027
+122
| +13% | +$16.1K | 0.01% | 584 |
|
|
2017
Q3 | $115K | Buy |
905
+47
| +5% | +$6.17K | 0.01% | 519 |
|
|
2017
Q2 | $123K | Hold |
858
| – | – | 0.01% | 471 |
|
|
2017
Q1 | $127K | Buy |
858
+165
| +24% | +$25.6K | 0.02% | 395 |
|
|
2016
Q4 | $104K | Buy |
+693
| New | +$94.5K | 0.05% | 249 |
|
Other funds holding SBNY
FCA
TAM
MAM
LTI
TCOV
Steward Partners Investment Advisory's SBNY Position: Q2 2023 in Review
Steward Partners Investment Advisory sold out of Signature Bank (SBNY) in Q2 2023, closing a stake of 1,441 shares — an estimated $264 sold.
Steward Partners Investment Advisory first reported a position in SBNY in Q4 2016 and held it in 24 quarters. The position peaked at $15.6M in Q1 2022. 7 funds tracked by Wall St. Rank hold SBNY as of Q2 2023.
- Steward Partners Investment Advisory reported no remaining Signature Bank position as of Q2 2023 after selling out during the quarter.
- Steward Partners Investment Advisory sold 1,441 Signature Bank shares in Q2 2023, an estimated $264.
- Steward Partners Investment Advisory first reported a position in Signature Bank in Q4 2016 and held it in 24 quarters.
- Steward Partners Investment Advisory's Signature Bank position peaked at $15.6M in Q1 2022.
- 7 funds tracked by Wall St. Rank held Signature Bank as of Q2 2023.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.