WWMSC
SBNY

Wagner Wealth Management (South Carolina)’s Signature Bank SBNY Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-7
Closed -$1K – 747
2022
Q3 		$1K Hold
7
– – ﹤0.01% 674
2022
Q2 		$1K Buy
+7
New +$1.57K ﹤0.01% 689

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.9T AUM 41.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SBNY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Signature Bank (SBNY) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in SBNY in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 485 funds tracked by Wall St. Rank hold SBNY as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Signature Bank position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 7 Signature Bank shares in Q4 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Signature Bank in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s Signature Bank position peaked at $1K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held Signature Bank as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.