Tradition Wealth Management’s Signature Bank SBNY Stock Holding History

Tradition Wealth Management’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	-200	Closed	-$59K	–	1173
2022 Q1	$59K	Hold	200	–	–	0.01%	474
2021 Q4	$65K	Hold	200	–	–	0.01%	474
2021 Q3	$54K	Hold	200	–	–	0.01%	490
2021 Q2	$49K	Buy	+200	New	+$48.6K	0.01%	536

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

Tradition Wealth Management's SBNY Position: Q2 2022 in Review

Tradition Wealth Management sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 200 shares — an estimated $59K sold.

Tradition Wealth Management first reported a position in SBNY in Q2 2021 and held it in 4 quarters. The position peaked at $65K in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

Tradition Wealth Management reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 200 Signature Bank shares in Q2 2022, an estimated $59K.
Tradition Wealth Management first reported a position in Signature Bank in Q2 2021 and held it in 4 quarters.
Tradition Wealth Management's Signature Bank position peaked at $65K in Q4 2021.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.