SP
SBNY

Symmetry Partners’s Signature Bank SBNY Stock Holding History

Symmetry Partners’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
Q4 		– Sell
-1,499
Closed -$226K – 563
2022
Q3 		$226K Hold
1,499
– – 0.02% 506
2022
Q2 		$269K Sell
1,499
-1,733
-54% -$388K 0.02% 484
2022
Q1 		$949K Hold
3,232
– – 0.06% 205
2021
Q4 		$1.04M Hold
3,232
– – 0.07% 199
2021
Q3 		$935K Buy
3,232
+349
+12% +$87.6K 0.06% 238
2021
Q2 		$708K Buy
2,883
+1,509
+110% +$366K 0.05% 314
2021
Q1 		$311K Buy
+1,374
New +$271K 0.02% 546
2020
Q4 		– Sell
-3,259
Closed -$270K – 617
2020
Q3 		$270K Buy
+3,259
New +$325K 0.02% 513

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return