S
SBNY

Surevest’s Signature Bank SBNY Stock Holding History

Surevest’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
Q3 		$2K Sell
14
-23
-62% -$4.18K ﹤0.01% 418
2022
Q2 		$7K Hold
37
– – ﹤0.01% 320
2022
Q1 		$11K Hold
37
– – ﹤0.01% 279
2021
Q4 		$12K Buy
+37
New +$11.5K ﹤0.01% 276

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's SBNY Position: Q3 2022 in Review

Surevest reduced its Signature Bank (SBNY) stake by 62% in Q3 2022, selling an estimated $4.18K and leaving 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Surevest first reported a position in SBNY in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q4 2021. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

  • Surevest held 14 shares of Signature Bank worth $2K as of Q3 2022.
  • Surevest sold 23 Signature Bank shares in Q3 2022, an estimated $4.18K.
  • Signature Bank made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #418 holding.
  • Surevest first reported a position in Signature Bank in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Signature Bank position peaked at $12K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.