BerganKDV Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

BerganKDV 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	-637	Closed	-$44K	–	996
2019 Q3	$44K	Hold	637	–	–	0.01%	346
2019 Q2	$40K	Hold	637	–	–	0.01%	350
2019 Q1	$38K	Hold	637	–	–	0.01%	373
2018 Q4	$32K	Buy	637 +75	+13%	+$4.49K	0.01%	347
2018 Q3	$38K	Hold	562	–	–	0.01%	349
2018 Q2	$37K	Buy	+562	New	+$38.2K	0.01%	357

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

BerganKDV Wealth Management's STI Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 637 shares — an estimated $44K sold.

BerganKDV Wealth Management first reported a position in STI in Q2 2018 and held it in 6 quarters. The position peaked at $44K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

BerganKDV Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 637 SunTrust Banks, Inc. shares in Q4 2019, an estimated $44K.
BerganKDV Wealth Management first reported a position in SunTrust Banks, Inc. in Q2 2018 and held it in 6 quarters.
BerganKDV Wealth Management's SunTrust Banks, Inc. position peaked at $44K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.