AWM
SBT

Avior Wealth Management’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Avior Wealth Management’s Portfolio SBT Stock Details SBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$15 – 3832
2024
Q1 		$15 Buy
+3
New +$16 ﹤0.01% 3734

Other funds holding SBT

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's SBT Position: Q2 2024 in Review

Avior Wealth Management sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2024, closing a stake of 3 shares — an estimated $15 sold.

Avior Wealth Management first reported a position in SBT in Q1 2024 and held it in 1 quarter. The position peaked at $15 in Q1 2024. 59 funds tracked by Wall St. Rank hold SBT as of Q2 2024.

  • Avior Wealth Management reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Sterling Bancorp, Inc. Common Stock shares in Q2 2024, an estimated $15.
  • Avior Wealth Management first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Sterling Bancorp, Inc. Common Stock position peaked at $15 in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.