BWA
STI

BDO Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History

BDO Wealth Advisors’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
-1,564
Closed -$108K – 665
2019
Q3 		$108K Sell
1,564
-434
-22% -$27.8K 0.03% 247
2019
Q2 		$126K Sell
1,998
-632
-24% -$39.7K 0.03% 232
2019
Q1 		$156K Buy
2,630
+824
+46% +$50.4K 0.05% 191
2018
Q4 		$91K Buy
1,806
+7
+0.4% +$419 0.03% 214
2018
Q3 		$120K Buy
1,799
+630
+54% +$44.9K 0.04% 201
2018
Q2 		$77K Buy
1,169
+130
+13% +$8.84K 0.03% 241
2018
Q1 		$71K Buy
1,039
+957
+1,167% +$66.4K 0.03% 217
2017
Q4 		$5K Hold
82
– – ﹤0.01% 378
2017
Q3 		$5K Sell
82
-28
-25% -$1.58K ﹤0.01% 349
2017
Q2 		$6K Buy
+110
New +$6.11K ﹤0.01% 420

Other funds holding STI

DC
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

BDO Wealth Advisors's STI Position: Q4 2019 in Review

BDO Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 1,564 shares — an estimated $108K sold.

BDO Wealth Advisors first reported a position in STI in Q2 2017 and held it in 10 quarters. The position peaked at $156K in Q1 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • BDO Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,564 SunTrust Banks, Inc. shares in Q4 2019, an estimated $108K.
  • BDO Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q2 2017 and held it in 10 quarters.
  • BDO Wealth Advisors's SunTrust Banks, Inc. position peaked at $156K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.