EWA
STI

Exencial Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Exencial Wealth Advisors’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
Q4 		– Sell
-72,236
Closed -$4.97M – 272
2019
Q3 		$4.97M Buy
72,236
+2,277
+3% +$146K 1.07% 25
2019
Q2 		$4.4M Sell
69,959
-2,200
-3% -$138K 1.03% 28
2019
Q1 		$4.28M Sell
72,159
-2,440
-3% -$149K 1.01% 32
2018
Q4 		$3.76M Buy
74,599
+3,934
+6% +$236K 1.01% 32
2018
Q3 		$4.72M Buy
70,665
+2,149
+3% +$153K 1.1% 21
2018
Q2 		$4.52M Buy
68,516
+1,448
+2% +$98.4K 1.26% 20
2018
Q1 		$4.56M Sell
67,068
-5,577
-8% -$387K 1.36% 17
2017
Q4 		$4.69M Buy
72,645
+3,068
+4% +$187K 1.41% 15
2017
Q3 		$4.16M Buy
69,577
+712
+1% +$40.2K 1.37% 16
2017
Q2 		$3.91M Buy
68,865
+2,078
+3% +$115K 1.6% 16
2017
Q1 		$3.62M Sell
66,787
-4,774
-7% -$274K 1.57% 18
2016
Q4 		$3.92M Sell
71,561
-3,302
-4% -$165K 1.66% 14
2016
Q3 		$3.39M Buy
74,863
+990
+1% +$42.4K 1.5% 14
2016
Q2 		$3.04M Buy
73,873
+2,791
+4% +$114K 1.37% 21
2016
Q1 		$2.56M Buy
+71,082
New +$2.56M 1.21% 28

Other funds holding STI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Exencial Wealth Advisors's STI Position: Q4 2019 in Review

Exencial Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 72,236 shares — an estimated $4.97M sold.

Exencial Wealth Advisors first reported a position in STI in Q1 2016 and held it in 15 quarters. The position peaked at $4.97M in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Exencial Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Exencial Wealth Advisors sold 72,236 SunTrust Banks, Inc. shares in Q4 2019, an estimated $4.97M.
  • Exencial Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q1 2016 and held it in 15 quarters.
  • Exencial Wealth Advisors's SunTrust Banks, Inc. position peaked at $4.97M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Exencial Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.