CFM Wealth Partners’s Sterling Bancorp STL Stock Holding History

CFM Wealth Partners’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
2020 Q1	–	Sell	-445	Closed	-$9K	–	593
2019 Q4	$9K	Buy	+445	New	+$9.08K	﹤0.01%	436

Other funds holding STL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFM Wealth Partners's STL Position: Q1 2020 in Review

CFM Wealth Partners sold out of Sterling Bancorp (STL) in Q1 2020, closing a stake of 445 shares — an estimated $9K sold.

CFM Wealth Partners first reported a position in STL in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 277 funds tracked by Wall St. Rank hold STL as of Q1 2020.

CFM Wealth Partners reported no remaining Sterling Bancorp position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 445 Sterling Bancorp shares in Q1 2020, an estimated $9K.
CFM Wealth Partners first reported a position in Sterling Bancorp in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's Sterling Bancorp position peaked at $9K in Q4 2019.
277 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.