CAPTRUST Financial Advisors
SBT

CAPTRUST Financial Advisors’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-91
Closed -$1K – 4199
2022
Q2 		$1K Hold
91
– – ﹤0.01% 4783
2022
Q1 		$1K Sell
91
-32
-26% -$200 ﹤0.01% 4773
2021
Q4 		$1K Hold
123
– – ﹤0.01% 4654
2021
Q3 		$1K Hold
123
– – ﹤0.01% 4511
2021
Q2 		$1K Hold
123
– – ﹤0.01% 4405
2021
Q1 		$1K Buy
+123
New +$640 ﹤0.01% 4260

Other funds holding SBT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CAPTRUST Financial Advisors's SBT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q3 2022, closing a stake of 91 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in SBT in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 48 funds tracked by Wall St. Rank hold SBT as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 91 Sterling Bancorp, Inc. Common Stock shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Sterling Bancorp, Inc. Common Stock position peaked at $1K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.