Confluence Wealth Services’s Sterling Bancorp STL Stock Holding History

Confluence Wealth Services’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	-764	Closed	-$19K	–	1301
2021 Q4	$19K	Buy	+764	New	+$19.8K	0.01%	759

Other funds holding STL

RIP

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

Confluence Wealth Services's STL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 764 shares — an estimated $19K sold.

Confluence Wealth Services first reported a position in STL in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

Confluence Wealth Services reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 764 Sterling Bancorp shares in Q1 2022, an estimated $19K.
Confluence Wealth Services first reported a position in Sterling Bancorp in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Sterling Bancorp position peaked at $19K in Q4 2021.
2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.