HGWM
STL

Harvest Group Wealth Management’s Sterling Bancorp STL Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-155
Closed -$3K – 833
2020
Q4 		$3K Hold
155
– – ﹤0.01% 331
2020
Q3 		$2K Hold
155
– – ﹤0.01% 403
2020
Q2 		$1K Sell
155
-6
-4% -$69 ﹤0.01% 459
2020
Q1 		$1K Buy
+161
New +$2.78K ﹤0.01% 468

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harvest Group Wealth Management's STL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Sterling Bancorp (STL) in Q1 2021, closing a stake of 155 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in STL in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 296 funds tracked by Wall St. Rank hold STL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Sterling Bancorp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 155 Sterling Bancorp shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Sterling Bancorp in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Sterling Bancorp position peaked at $3K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.