Wilbanks Smith & Thomas Asset Management’s Signature Bank SBNY Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q3	–	Sell	-1,267	Closed	-$227K	–	505
2022 Q2	$227K	Buy	+1,267	New	+$284K	0.01%	434
2018 Q4	–	Sell	-146	Closed	-$17K	–	1587
2018 Q3	$17K	Buy	+146	New	+$17.2K	﹤0.01%	931

Other funds holding SBNY

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $23.8B AUM 34.25% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SBNY Position: Q3 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Signature Bank (SBNY) in Q3 2022, closing a stake of 1,267 shares — an estimated $227K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SBNY in Q3 2018 and held it in 2 quarters. The position peaked at $227K in Q2 2022. 509 funds tracked by Wall St. Rank hold SBNY as of Q3 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Signature Bank position as of Q3 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 1,267 Signature Bank shares in Q3 2022, an estimated $227K.
Wilbanks Smith & Thomas Asset Management first reported a position in Signature Bank in Q3 2018 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's Signature Bank position peaked at $227K in Q2 2022.
509 funds tracked by Wall St. Rank held Signature Bank as of Q3 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.