Beacon Pointe Advisors’s Sterling Bancorp STL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,147
Closed -$236K 1249
2021
Q4
$236K Sell
9,147
-514
-5% -$13.3K 0.01% 823
2021
Q3
$241K Buy
9,661
+732
+8% +$16.6K 0.01% 788
2021
Q2
$221K Buy
+8,929
New +$225K 0.01% 764

Other funds holding STL

Beacon Pointe Advisors's STL Position: Q1 2022 in Review

Beacon Pointe Advisors sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 9,147 shares — an estimated $236K sold.

Beacon Pointe Advisors first reported a position in STL in Q2 2021 and held it in 3 quarters. The position peaked at $241K in Q3 2021. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

  • Beacon Pointe Advisors reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 9,147 Sterling Bancorp shares in Q1 2022, an estimated $236K.
  • Beacon Pointe Advisors first reported a position in Sterling Bancorp in Q2 2021 and held it in 3 quarters.
  • Beacon Pointe Advisors's Sterling Bancorp position peaked at $241K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on Beacon Pointe Advisors's 13F filing for Q1 2022, filed 17 May 2022.