Bartlett & Co Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Bartlett & Co Wealth Management’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	-1,035	Closed	-$71.2K	–	894
2019 Q3	$71.2K	Hold	1,035	–	–	﹤0.01%	449
2019 Q2	$65K	Sell	1,035 -18	-2%	-$1.13K	﹤0.01%	390
2019 Q1	$62.4K	Hold	1,053	–	–	﹤0.01%	391
2018 Q4	$53.1K	Hold	1,053	–	–	﹤0.01%	407
2018 Q3	$70.3K	Buy	1,053 +18	+2%	+$1.28K	﹤0.01%	384
2018 Q2	$68.3K	Hold	1,035	–	–	﹤0.01%	385
2018 Q1	$70.4K	Buy	+1,035	New	+$71.8K	﹤0.01%	386

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

Bartlett & Co Wealth Management's STI Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 1,035 shares — an estimated $71.2K sold.

Bartlett & Co Wealth Management first reported a position in STI in Q1 2018 and held it in 7 quarters. The position peaked at $71.2K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Bartlett & Co Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,035 SunTrust Banks, Inc. shares in Q4 2019, an estimated $71.2K.
Bartlett & Co Wealth Management first reported a position in SunTrust Banks, Inc. in Q1 2018 and held it in 7 quarters.
Bartlett & Co Wealth Management's SunTrust Banks, Inc. position peaked at $71.2K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.