Carson Wealth (CWM LLC)’s Sterling Bancorp STL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STL Stock Details STL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,403	Closed	-$62K	–	4062
2021 Q4	$62K	Buy	+2,403	New	+$62.1K	﹤0.01%	1491
2021 Q2	$59K	Hold	2,389	–	–	﹤0.01%	1329
2021 Q1	$59K	Hold	2,389	–	–	﹤0.01%	1329
2020 Q4	$59K	Hold	2,389	–	–	﹤0.01%	1329
2020 Q3	$59K	Hold	2,389	–	–	﹤0.01%	1329
2020 Q2	$59K	Hold	2,389	–	–	﹤0.01%	1329
2020 Q1	$59K	Hold	2,389	–	–	﹤0.01%	1329
2019 Q4	$59K	Hold	2,389	–	–	﹤0.01%	1329
2019 Q3	$59K	Hold	2,389	–	–	﹤0.01%	1329
2019 Q2	$59K	Hold	2,389	–	–	﹤0.01%	1329
2019 Q1	$59K	Buy	2,389 +2,250	+1,619%	+$43K	﹤0.01%	1329
2018 Q4	$2K	Hold	139	–	–	﹤0.01%	1824
2018 Q3	$3K	Hold	139	–	–	﹤0.01%	1491
2018 Q2	$3K	Hold	139	–	–	﹤0.01%	1338
2018 Q1	$3K	Hold	139	–	–	﹤0.01%	1146
2017 Q4	$3K	Buy	+139	New	+$3.44K	﹤0.01%	1249

Other funds holding STL

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STL Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 2,403 shares — an estimated $62K sold.

Carson Wealth (CWM LLC) first reported a position in STL in Q4 2017 and held it in 16 quarters. The position peaked at $62K in Q4 2021. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2,403 Sterling Bancorp shares in Q1 2022, an estimated $62K.
Carson Wealth (CWM LLC) first reported a position in Sterling Bancorp in Q4 2017 and held it in 16 quarters.
Carson Wealth (CWM LLC)'s Sterling Bancorp position peaked at $62K in Q4 2021.
2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.