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Avion Wealth’s S&T Bancorp STBA Stock Holding History

Avion Wealth’s Portfolio STBA Stock Details STBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19
Closed – – 1328
2023
Q3 		$0 Buy
+19
New +$549 ﹤0.01% 1176

Other funds holding STBA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avion Wealth's STBA Position: Q4 2023 in Review

Avion Wealth sold out of S&T Bancorp (STBA) in Q4 2023, closing a stake of 19 shares.

Avion Wealth first reported a position in STBA in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 180 funds tracked by Wall St. Rank hold STBA as of Q4 2023.

  • Avion Wealth reported no remaining S&T Bancorp position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 19 S&T Bancorp shares in Q4 2023.
  • Avion Wealth first reported a position in S&T Bancorp in Q3 2023 and held it in 1 quarter.
  • Avion Wealth's S&T Bancorp position peaked at $0 in Q3 2023.
  • 180 funds tracked by Wall St. Rank held S&T Bancorp as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.