Glassman Wealth Services’s Sterling Bancorp STL Stock Holding History

Glassman 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	-385	Closed	-$10K	–	2092
2021 Q4	$10K	Buy	385 +91	+31%	+$2.35K	﹤0.01%	808
2021 Q3	$7K	Buy	294 +66	+29%	+$1.5K	﹤0.01%	889
2021 Q2	$6K	Buy	228 +15	+7%	+$378	﹤0.01%	893
2021 Q1	$5K	Hold	213	–	–	﹤0.01%	897
2020 Q4	$4K	Hold	213	–	–	﹤0.01%	940
2020 Q3	$2K	Hold	213	–	–	﹤0.01%	1078
2020 Q2	$2K	Buy	+213	New	+$2.44K	﹤0.01%	942
2020 Q1	–	Sell	-95	Closed	-$2K	–	1784
2019 Q4	$2K	Buy	95 +17	+22%	+$347	﹤0.01%	829
2019 Q3	$2K	Hold	78	–	–	﹤0.01%	764
2019 Q2	$2K	Hold	78	–	–	﹤0.01%	782
2019 Q1	$1K	Hold	78	–	–	﹤0.01%	1003
2018 Q4	$1K	Buy	78 +69	+767%	+$1.28K	﹤0.01%	748
2018 Q3	$0	Hold	9	–	–	﹤0.01%	1054
2018 Q2	$0	Buy	+9	New	+$215	﹤0.01%	1063

Other funds holding STL

RIP

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

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

Glassman Wealth Services sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 385 shares — an estimated $10K sold.

Glassman Wealth Services first reported a position in STL in Q2 2018 and held it in 14 quarters. The position peaked at $10K in Q4 2021. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

Glassman Wealth Services reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 385 Sterling Bancorp shares in Q1 2022, an estimated $10K.
Glassman Wealth Services first reported a position in Sterling Bancorp in Q2 2018 and held it in 14 quarters.
Glassman Wealth Services's Sterling Bancorp position peaked at $10K in Q4 2021.
2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.