TCI Wealth Advisors’s Signature Bank SBNY Stock Holding History

TCI Wealth Advisors’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	-44	Closed	-$5.07K	–	2701
2022 Q4	$5.07K	Buy	44 +27	+159%	+$3.71K	﹤0.01%	1516
2022 Q3	$3K	Sell	17 -6	-26%	-$1.09K	﹤0.01%	1889
2022 Q2	$4K	Buy	23 +10	+77%	+$2.24K	﹤0.01%	1743
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	1848
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	1971
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	1883
2021 Q2	$3K	Sell	13 -13	-50%	-$3.16K	﹤0.01%	1929
2021 Q1	$6K	Buy	26 +13	+100%	+$2.56K	﹤0.01%	1206
2020 Q4	$2K	Sell	13 -6	-32%	-$627	﹤0.01%	1314
2020 Q3	$2K	Buy	19 +6	+46%	+$597	﹤0.01%	1235
2020 Q2	$1K	Sell	13 -10	-43%	-$984	﹤0.01%	1430
2020 Q1	$2K	Sell	23 -65	-74%	-$8.16K	﹤0.01%	1162
2019 Q4	$12K	Hold	88	–	–	﹤0.01%	679
2019 Q3	$10K	Hold	88	–	–	﹤0.01%	657
2019 Q2	$11K	Hold	88	–	–	0.01%	617
2019 Q1	$11K	Hold	88	–	–	﹤0.01%	622
2018 Q4	$9K	Hold	88	–	–	﹤0.01%	661
2018 Q3	$10K	Hold	88	–	–	﹤0.01%	650
2018 Q2	$11K	Hold	88	–	–	﹤0.01%	632
2018 Q1	$12K	Sell	88 -127	-59%	-$19.1K	0.01%	595
2017 Q4	$30K	Buy	215 +127	+144%	+$16.7K	0.01%	420
2017 Q3	$11K	Hold	88	–	–	0.01%	588
2017 Q2	$13K	Hold	88	–	–	0.01%	550
2017 Q1	$13K	Hold	88	–	–	0.01%	537
2016 Q4	$13K	Hold	88	–	–	0.01%	580
2016 Q3	$10K	Hold	88	–	–	0.01%	595
2016 Q2	$11K	Hold	88	–	–	0.01%	561
2016 Q1	$12K	Sell	88 -16	-15%	-$2.18K	0.01%	553
2015 Q4	$16K	Buy	+104	New	+$15.7K	0.01%	483

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

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

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

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

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

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

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