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Heritage Wealth Advisors’s S&T Bancorp STBA Stock Holding History

Heritage Wealth Advisors’s Portfolio STBA Stock Details STBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-25
Closed -$783 – 570
2021
Q2 		$783 Hold
25
– – ﹤0.01% 538
2021
Q1 		$838 Hold
25
– – ﹤0.01% 539
2020
Q4 		$1K Buy
+25
New +$552 ﹤0.01% 532

Other funds holding STBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's STBA Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of S&T Bancorp (STBA) in Q3 2021, closing a stake of 25 shares — an estimated $783 sold.

Heritage Wealth Advisors first reported a position in STBA in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 149 funds tracked by Wall St. Rank hold STBA as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining S&T Bancorp position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 25 S&T Bancorp shares in Q3 2021, an estimated $783.
  • Heritage Wealth Advisors first reported a position in S&T Bancorp in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's S&T Bancorp position peaked at $1K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held S&T Bancorp as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.