TCWP’s Signature Bank SBNY Stock Holding History

TCWP’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	-155	Closed	-$45K	–	1984
2022 Q1	$45K	Buy	+155	New	+$50.4K	0.01%	508

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

TCWP's SBNY Position: Q2 2022 in Review

TCWP sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 155 shares — an estimated $45K sold.

TCWP first reported a position in SBNY in Q1 2022 and held it in 1 quarter. The position peaked at $45K in Q1 2022. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

TCWP reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
TCWP sold 155 Signature Bank shares in Q2 2022, an estimated $45K.
TCWP first reported a position in Signature Bank in Q1 2022 and held it in 1 quarter.
TCWP's Signature Bank position peaked at $45K in Q1 2022.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.