Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SunTrust Banks, Inc. STI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-215
Closed -$11K – 3449
2018
Q4 		$11K Buy
215
+111
+107% +$6.65K ﹤0.01% 1318
2018
Q3 		$7K Buy
104
+20
+24% +$1.43K ﹤0.01% 1276
2018
Q2 		$6K Hold
84
– – ﹤0.01% 1169
2018
Q1 		$6K Buy
84
+47
+127% +$3.26K ﹤0.01% 992
2017
Q4 		$2K Buy
+37
New +$2.26K ﹤0.01% 1317
2017
Q1 		– Sell
-301
Closed -$17K – 1377
2016
Q4 		$17K Buy
+301
New +$15K ﹤0.01% 623

Other funds holding STI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STI Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of SunTrust Banks, Inc. (STI) in Q1 2019, closing a stake of 215 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in STI in Q4 2016 and held it in 6 quarters. The position peaked at $17K in Q4 2016. 848 funds tracked by Wall St. Rank hold STI as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining SunTrust Banks, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 215 SunTrust Banks, Inc. shares in Q1 2019, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s SunTrust Banks, Inc. position peaked at $17K in Q4 2016.
  • 848 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.