YWP
SBNY

YorkBridge Wealth Partners’s Signature Bank SBNY Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-11
Closed -$1K – 764
2019
Q2 		$1K Hold
11
– – ﹤0.01% 745
2019
Q1 		$1K Hold
11
– – ﹤0.01% 744
2018
Q4 		$1K Hold
11
– – ﹤0.01% 733
2018
Q3 		$1K Sell
11
-8
-42% -$943 ﹤0.01% 746
2018
Q2 		$2K Hold
19
– – ﹤0.01% 816
2018
Q1 		$3K Sell
19
-14
-42% -$2.11K ﹤0.01% 757
2017
Q4 		$5K Sell
33
-706
-96% -$93K ﹤0.01% 712
2017
Q3 		$95K Buy
739
+51
+7% +$6.7K 0.05% 293
2017
Q2 		$100K Buy
688
+41
+6% +$5.81K 0.05% 272
2017
Q1 		$89K Buy
647
+88
+16% +$13.6K 0.05% 291
2016
Q4 		$84K Buy
+559
New +$76.2K 0.05% 267

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return