AWM
STL

Avior Wealth Management’s Sterling Bancorp STL Stock Holding History

Avior Wealth Management’s Portfolio STL Stock Details STL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,945
Closed -$164K – 778
2018
Q4 		$164K Hold
9,945
– – 0.04% 354
2018
Q3 		$219K Buy
9,945
+696
+8% +$15.8K 0.05% 324
2018
Q2 		$217K Sell
9,249
-111
-1% -$2.65K 0.05% 314
2018
Q1 		$211K Sell
9,360
-635
-6% -$15.6K 0.05% 298
2017
Q4 		$246K Buy
+9,995
New +$248K 0.06% 284

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avior Wealth Management's STL Position: Q1 2019 in Review

Avior Wealth Management sold out of Sterling Bancorp (STL) in Q1 2019, closing a stake of 9,945 shares — an estimated $164K sold.

Avior Wealth Management first reported a position in STL in Q4 2017 and held it in 5 quarters. The position peaked at $246K in Q4 2017. 288 funds tracked by Wall St. Rank hold STL as of Q1 2019.

  • Avior Wealth Management reported no remaining Sterling Bancorp position as of Q1 2019 after selling out during the quarter.
  • Avior Wealth Management sold 9,945 Sterling Bancorp shares in Q1 2019, an estimated $164K.
  • Avior Wealth Management first reported a position in Sterling Bancorp in Q4 2017 and held it in 5 quarters.
  • Avior Wealth Management's Sterling Bancorp position peaked at $246K in Q4 2017.
  • 288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.