GSWM
STI

Golden State Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Golden State Wealth Management’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
-100
Closed -$7K – 1105
2019
Q3 		$7K Hold
100
– – ﹤0.01% 819
2019
Q2 		$6K Sell
100
-305
-75% -$19.2K ﹤0.01% 860
2019
Q1 		$24K Buy
+405
New +$24.8K 0.01% 585

Other funds holding STI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Golden State Wealth Management's STI Position: Q4 2019 in Review

Golden State Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 100 shares — an estimated $7K sold.

Golden State Wealth Management first reported a position in STI in Q1 2019 and held it in 3 quarters. The position peaked at $24K in Q1 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Golden State Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 100 SunTrust Banks, Inc. shares in Q4 2019, an estimated $7K.
  • Golden State Wealth Management first reported a position in SunTrust Banks, Inc. in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's SunTrust Banks, Inc. position peaked at $24K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.