Tarbox Family Office’s Signature Bank SBNY Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-5	Closed	-$1K	–	1103
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	1062
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	963
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	1150
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	1134
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	1136
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	1123
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1233
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	1143
2020 Q1	$0	Hold	5	–	–	﹤0.01%	1419
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1108
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1080
2019 Q2	$1K	Buy	+5	New	+$618	﹤0.01%	1087

Other funds holding SBNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tarbox Family Office's SBNY Position: Q2 2022 in Review

Tarbox Family Office sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in SBNY in Q2 2019 and held it in 12 quarters. The position peaked at $2K in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

Tarbox Family Office reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 5 Signature Bank shares in Q2 2022, an estimated $1K.
Tarbox Family Office first reported a position in Signature Bank in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Signature Bank position peaked at $2K in Q4 2021.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.