CPA
SBT

Capital Performance Advisors’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Capital Performance Advisors’s Portfolio SBT Stock Details SBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-101
Closed -$460 – 2849
2024
Q3 		$460 Buy
+101
New +$550 ﹤0.01% 2291

Other funds holding SBT

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Performance Advisors's SBT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q4 2024, closing a stake of 101 shares — an estimated $460 sold.

Capital Performance Advisors first reported a position in SBT in Q3 2024 and held it in 1 quarter. The position peaked at $460 in Q3 2024. 56 funds tracked by Wall St. Rank hold SBT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 101 Sterling Bancorp, Inc. Common Stock shares in Q4 2024, an estimated $460.
  • Capital Performance Advisors first reported a position in Sterling Bancorp, Inc. Common Stock in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Sterling Bancorp, Inc. Common Stock position peaked at $460 in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.