Avantax Advisory Services’s SunTrust Banks, Inc. STI Stock Holding History

Avantax Advisory Services’s Portfolio STI Stock Details STI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,689	Closed	-$462K	–	855
2019 Q3	$462K	Buy	6,689 +35	+0.5%	+$2.24K	0.02%	337
2019 Q2	$418K	Buy	6,654 +149	+2%	+$9.36K	0.02%	323
2019 Q1	$385K	Buy	6,505 +69	+1%	+$4.22K	0.02%	308
2018 Q4	$324K	Buy	+6,436	New	+$385K	0.05%	288

Other funds holding STI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Avantax Advisory Services's STI Position: Q4 2019 in Review

Avantax Advisory Services sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 6,689 shares — an estimated $462K sold.

Avantax Advisory Services first reported a position in STI in Q4 2018 and held it in 4 quarters. The position peaked at $462K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Avantax Advisory Services reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Avantax Advisory Services sold 6,689 SunTrust Banks, Inc. shares in Q4 2019, an estimated $462K.
Avantax Advisory Services first reported a position in SunTrust Banks, Inc. in Q4 2018 and held it in 4 quarters.
Avantax Advisory Services's SunTrust Banks, Inc. position peaked at $462K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Avantax Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.