V
SBNY

Veritable’s Signature Bank SBNY Stock Holding History

Veritable’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
-639
Closed -$207K – 962
2021
Q4 		$207K Buy
+639
New +$199K ﹤0.01% 873
2018
Q2 		– Sell
-1,564
Closed -$222K – 844
2018
Q1 		$222K Buy
+1,564
New +$236K ﹤0.01% 716
2015
Q1 		– Sell
-4,162
Closed -$524K – 991
2014
Q4 		$524K Sell
4,162
-1,491
-26% -$178K 0.01% 591
2014
Q3 		$633K Buy
5,653
+1,507
+36% +$177K 0.01% 535
2014
Q2 		$523K Buy
4,146
+11
+0.3% +$1.32K 0.01% 590
2014
Q1 		$519K Sell
4,135
-78
-2% -$9.53K 0.01% 582
2013
Q4 		$453K Sell
4,213
-25
-0.6% -$2.56K 0.01% 611
2013
Q3 		$388K Buy
4,238
+31
+0.7% +$2.79K 0.01% 649
2013
Q2 		$349K Buy
+4,207
New +$324K 0.01% 675

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veritable's SBNY Position: Q1 2022 in Review

Veritable sold out of Signature Bank (SBNY) in Q1 2022, closing a stake of 639 shares — an estimated $207K sold.

Veritable first reported a position in SBNY in Q2 2013 and held it in 9 quarters. The position peaked at $633K in Q3 2014. 627 funds tracked by Wall St. Rank hold SBNY as of Q1 2022.

  • Veritable reported no remaining Signature Bank position as of Q1 2022 after selling out during the quarter.
  • Veritable sold 639 Signature Bank shares in Q1 2022, an estimated $207K.
  • Veritable first reported a position in Signature Bank in Q2 2013 and held it in 9 quarters.
  • Veritable's Signature Bank position peaked at $633K in Q3 2014.
  • 627 funds tracked by Wall St. Rank held Signature Bank as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.