FGAM
STL

Financial Gravity Asset Management’s Sterling Bancorp STL Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		– Sell
-110
Closed -$2K – 1869
2019
Q3 		$2K Hold
110
– – ﹤0.01% 958
2019
Q2 		$2K Hold
110
– – ﹤0.01% 985
2019
Q1 		$2K Buy
+110
New +$2.1K ﹤0.01% 1016
2018
Q3 		$1K Buy
82
+20
+32% +$455 ﹤0.01% 1358
2018
Q2 		$1K Sell
62
-8
-11% -$191 ﹤0.01% 1384
2018
Q1 		$2K Buy
+70
New +$1.71K ﹤0.01% 1046

Other funds holding STL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Gravity Asset Management's STL Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Sterling Bancorp (STL) in Q4 2019, closing a stake of 110 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in STL in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 309 funds tracked by Wall St. Rank hold STL as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Sterling Bancorp position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 110 Sterling Bancorp shares in Q4 2019, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in Sterling Bancorp in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Sterling Bancorp position peaked at $2K in Q3 2019.
  • 309 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.