WealthShield Partners’s Signature Bank SBNY Stock Holding History

WealthShield Partners’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	-3,183	Closed	-$934K	–	347
2022 Q1	$934K	Buy	3,183 +348	+12%	+$113K	0.15%	155
2021 Q4	$917K	Buy	2,835 +1,267	+81%	+$395K	0.15%	144
2021 Q3	$427K	Buy	+1,568	New	+$394K	0.11%	156
2021 Q2	–	Sell	-1,695	Closed	-$382K	–	1249
2021 Q1	$382K	Buy	+1,695	New	+$334K	0.07%	179

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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 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

WealthShield Partners's SBNY Position: Q2 2022 in Review

WealthShield Partners sold out of Signature Bank (SBNY) in Q2 2022, closing a stake of 3,183 shares — an estimated $934K sold.

WealthShield Partners first reported a position in SBNY in Q1 2021 and held it in 4 quarters. The position peaked at $934K in Q1 2022. 546 funds tracked by Wall St. Rank hold SBNY as of Q2 2022.

WealthShield Partners reported no remaining Signature Bank position as of Q2 2022 after selling out during the quarter.
WealthShield Partners sold 3,183 Signature Bank shares in Q2 2022, an estimated $934K.
WealthShield Partners first reported a position in Signature Bank in Q1 2021 and held it in 4 quarters.
WealthShield Partners's Signature Bank position peaked at $934K in Q1 2022.
546 funds tracked by Wall St. Rank held Signature Bank as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.