TRUE Private Wealth Advisors’s Signature Bank SBNY Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-125	Closed	-$16K	–	771
2020 Q4	$16K	Hold	125	–	–	﹤0.01%	486
2020 Q3	$10K	Hold	125	–	–	﹤0.01%	507
2020 Q2	$13K	Buy	+125	New	+$12.3K	﹤0.01%	458

Other funds holding SBNY

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRUE Private Wealth Advisors's SBNY Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Signature Bank (SBNY) in Q1 2021, closing a stake of 125 shares — an estimated $16K sold.

TRUE Private Wealth Advisors first reported a position in SBNY in Q2 2020 and held it in 3 quarters. The position peaked at $16K in Q4 2020. 417 funds tracked by Wall St. Rank hold SBNY as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Signature Bank position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 125 Signature Bank shares in Q1 2021, an estimated $16K.
TRUE Private Wealth Advisors first reported a position in Signature Bank in Q2 2020 and held it in 3 quarters.
TRUE Private Wealth Advisors's Signature Bank position peaked at $16K in Q4 2020.
417 funds tracked by Wall St. Rank held Signature Bank as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.