GWAG
STL

Garrett Wealth Advisory Group’s Sterling Bancorp STL Stock Holding History

Garrett Wealth Advisory Group’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
-111
Closed -$2.23K – 768
2019
Q3 		$2.23K Buy
+111
New +$2.25K ﹤0.01% 524

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

Garrett Wealth Advisory Group's STL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Sterling Bancorp (STL) in Q4 2019, closing a stake of 111 shares — an estimated $2.23K sold.

Garrett Wealth Advisory Group first reported a position in STL in Q3 2019 and held it in 1 quarter. The position peaked at $2.23K in Q3 2019. 309 funds tracked by Wall St. Rank hold STL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Sterling Bancorp position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 111 Sterling Bancorp shares in Q4 2019, an estimated $2.23K.
  • Garrett Wealth Advisory Group first reported a position in Sterling Bancorp in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Sterling Bancorp position peaked at $2.23K in Q3 2019.
  • 309 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.