United Capital Financial Advisors’s Signature Bank SBNY Stock Holding History

United Capital Financial 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 Q2	–	Sell	-897	Closed	-$263K	–	1218
2022 Q1	$263K	Sell	897 -166	-16%	-$53.9K	﹤0.01%	1032
2021 Q4	$344K	Buy	1,063 +2	+0.2%	+$623	﹤0.01%	977
2021 Q3	$289K	Buy	1,061 +5	+0.5%	+$1.26K	﹤0.01%	1027
2021 Q2	$259K	Hold	1,056	–	–	﹤0.01%	1059
2021 Q1	$239K	Buy	+1,056	New	+$208K	﹤0.01%	1056
2017 Q4	–	Sell	-1,690	Closed	-$216K	–	1390
2017 Q3	$216K	Sell	1,690 -377	-18%	-$49.5K	﹤0.01%	1212
2017 Q2	$297K	Sell	2,067 -251	-11%	-$35.6K	﹤0.01%	1076
2017 Q1	$344K	Sell	2,318 -710	-23%	-$110K	﹤0.01%	1010
2016 Q4	$455K	Sell	3,028 -3	-0.1%	-$409	﹤0.01%	956
2016 Q3	$359K	Sell	3,031 -275	-8%	-$33.1K	﹤0.01%	1031
2016 Q2	$413K	Buy	+3,306	New	+$442K	﹤0.01%	960

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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

United Capital Financial Advisors's SBNY Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 897 shares — an estimated $263K sold.

United Capital Financial Advisors first reported a position in SBNY in Q2 2016 and held it in 11 quarters. The position peaked at $455K in Q4 2016. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

United Capital Financial Advisors reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 897 Signature Bank shares in Q2 2022, an estimated $263K.
United Capital Financial Advisors first reported a position in Signature Bank in Q2 2016 and held it in 11 quarters.
United Capital Financial Advisors's Signature Bank position peaked at $455K in Q4 2016.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.