Burt Wealth Advisors’s S&T Bancorp STBA Stock Holding History

Burt Wealth Advisors’s Portfolio STBA Stock Details STBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,223	Closed	-$80K	–	319
2020 Q4	$80K	Hold	3,223	–	–	0.03%	145
2020 Q3	$57K	Hold	3,223	–	–	0.02%	166
2020 Q2	$76K	Hold	3,223	–	–	0.03%	141
2020 Q1	$88K	Hold	3,223	–	–	0.04%	122
2019 Q4	$130K	Hold	3,223	–	–	0.05%	104
2019 Q3	$118K	Hold	3,223	–	–	0.05%	110
2019 Q2	$121K	Hold	3,223	–	–	0.05%	113
2019 Q1	$127K	Hold	3,223	–	–	0.06%	105
2018 Q4	$122K	Hold	3,223	–	–	0.06%	109
2018 Q3	$140K	Hold	3,223	–	–	0.06%	111
2018 Q2	$139K	Hold	3,223	–	–	0.07%	105
2018 Q1	$129K	Hold	3,223	–	–	0.07%	111
2017 Q4	$128K	Hold	3,223	–	–	0.08%	110
2017 Q3	$128K	Sell	3,223 -100	-3%	-$3.67K	0.08%	106
2017 Q2	$115K	Buy	3,323 +100	+3%	+$3.49K	0.08%	108
2017 Q1	$112K	Sell	3,223 -100	-3%	-$3.65K	0.08%	101
2016 Q4	$130K	Hold	3,323	–	–	0.12%	98
2016 Q3	$96K	Hold	3,323	–	–	0.1%	105
2016 Q2	$81K	Hold	3,323	–	–	0.09%	118
2016 Q1	$86K	Hold	3,323	–	–	0.08%	119
2015 Q4	$102K	Hold	3,323	–	–	0.08%	104
2015 Q3	$108K	Hold	3,323	–	–	0.13%	82
2015 Q2	$98K	Hold	3,323	–	–	0.11%	104
2015 Q1	$94K	Hold	3,323	–	–	0.1%	95
2014 Q4	$99K	Buy	+3,323	New	+$90.3K	0.11%	98

Other funds holding STBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burt Wealth Advisors's STBA Position: Q1 2021 in Review

Burt Wealth Advisors sold out of S&T Bancorp (STBA) in Q1 2021, closing a stake of 3,223 shares — an estimated $80K sold.

Burt Wealth Advisors first reported a position in STBA in Q4 2014 and held it in 25 quarters. The position peaked at $140K in Q3 2018. 144 funds tracked by Wall St. Rank hold STBA as of Q1 2021.

Burt Wealth Advisors reported no remaining S&T Bancorp position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 3,223 S&T Bancorp shares in Q1 2021, an estimated $80K.
Burt Wealth Advisors first reported a position in S&T Bancorp in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's S&T Bancorp position peaked at $140K in Q3 2018.
144 funds tracked by Wall St. Rank held S&T Bancorp as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.