Wealthfront Advisers
SBNY

Wealthfront Advisers’s Signature Bank SBNY Stock Holding History

Wealthfront Advisers’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
-8,001
Closed -$2.35M – 814
2022
Q1 		$2.35M Sell
8,001
-3,323
-29% -$1.08M 0.01% 366
2021
Q4 		$3.66M Buy
11,324
+2,510
+28% +$782K 0.02% 249
2021
Q3 		$2.4M Buy
8,814
+5,174
+142% +$1.3M 0.01% 306
2021
Q2 		$894K Buy
+3,640
New +$884K ﹤0.01% 444

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront Advisers's SBNY Position: Q2 2022 in Review

Wealthfront Advisers sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 8,001 shares — an estimated $2.35M sold.

Wealthfront Advisers first reported a position in SBNY in Q2 2021 and held it in 4 quarters. The position peaked at $3.66M in Q4 2021. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

  • Wealthfront Advisers reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
  • Wealthfront Advisers sold 8,001 Signature Bank shares in Q2 2022, an estimated $2.35M.
  • Wealthfront Advisers first reported a position in Signature Bank in Q2 2021 and held it in 4 quarters.
  • Wealthfront Advisers's Signature Bank position peaked at $3.66M in Q4 2021.
  • 546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on Wealthfront Advisers's 13F filing for Q2 2022, filed 20 Jul 2022.