Sugarloaf Wealth Management’s Signature Bank SBNY Stock Holding History

Sugarloaf Wealth Management’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 Q1	–	Sell	-54	Closed	-$6.22K	–	800
2022 Q4	$6.22K	Hold	54	–	–	﹤0.01%	552
2022 Q3	$9K	Hold	54	–	–	﹤0.01%	548
2022 Q2	$10K	Hold	54	–	–	﹤0.01%	532
2022 Q1	$16K	Hold	54	–	–	﹤0.01%	443
2021 Q4	$17K	Hold	54	–	–	﹤0.01%	455
2021 Q3	$15K	Hold	54	–	–	﹤0.01%	482
2021 Q2	$13K	Hold	54	–	–	﹤0.01%	470
2021 Q1	$12	Hold	54	–	–	﹤0.01%	484
2020 Q4	$7K	Hold	54	–	–	﹤0.01%	519
2020 Q3	$4K	Hold	54	–	–	﹤0.01%	559
2020 Q2	$6K	Hold	54	–	–	﹤0.01%	510
2020 Q1	$4K	Hold	54	–	–	﹤0.01%	556
2019 Q4	$7K	Buy	+54	New	+$6.76K	﹤0.01%	504

Other funds holding SBNY

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Sugarloaf Wealth Management's SBNY Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 54 shares — an estimated $6.22K sold.

Sugarloaf Wealth Management first reported a position in SBNY in Q4 2019 and held it in 13 quarters. The position peaked at $17K in Q4 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 54 Signature Bank shares in Q1 2023, an estimated $6.22K.
Sugarloaf Wealth Management first reported a position in Signature Bank in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Signature Bank position peaked at $17K in Q4 2021.
64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.