U.S. Capital Wealth Advisors’s Signature Bank SBNY Stock Holding History

U.S. Capital 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
2022 Q1	–	Sell	-13,004	Closed	-$4.21M	–	774
2021 Q4	$4.21M	Sell	13,004 -235	-2%	-$73.2K	0.17%	134
2021 Q3	$3.6M	Buy	+13,239	New	+$3.32M	0.16%	146

Other funds holding SBNY

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

U.S. Capital Wealth Advisors's SBNY Position: Q1 2022 in Review

U.S. Capital Wealth Advisors sold out of Signature Bank (SBNY) in Q1 2022, closing a stake of 13,004 shares — an estimated $4.21M sold.

U.S. Capital Wealth Advisors first reported a position in SBNY in Q3 2021 and held it in 2 quarters. The position peaked at $4.21M in Q4 2021. 626 funds tracked by Wall St. Rank hold SBNY as of Q1 2022.

U.S. Capital Wealth Advisors reported no remaining Signature Bank position as of Q1 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 13,004 Signature Bank shares in Q1 2022, an estimated $4.21M.
U.S. Capital Wealth Advisors first reported a position in Signature Bank in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Signature Bank position peaked at $4.21M in Q4 2021.
626 funds tracked by Wall St. Rank held Signature Bank as of Q1 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.