Values First Advisors’s Signature Bank SBNY Stock Holding History

Values First 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	-662	Closed	-$214K	–	182
2021 Q4	$214K	Buy	+662	New	+$206K	0.13%	155

Other funds holding SBNY

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Values First Advisors's SBNY Position: Q1 2022 in Review

Values First Advisors sold out of Signature Bank (SBNY) in Q1 2022, closing a stake of 662 shares — an estimated $214K sold.

Values First Advisors first reported a position in SBNY in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 627 funds tracked by Wall St. Rank hold SBNY as of Q1 2022.

Values First Advisors reported no remaining Signature Bank position as of Q1 2022 after selling out during the quarter.
Values First Advisors sold 662 Signature Bank shares in Q1 2022, an estimated $214K.
Values First Advisors first reported a position in Signature Bank in Q4 2021 and held it in 1 quarter.
Values First Advisors's Signature Bank position peaked at $214K in Q4 2021.
627 funds tracked by Wall St. Rank held Signature Bank as of Q1 2022.

Based on Values First Advisors's 13F filing for Q1 2022, filed 3 May 2022.