HWA
STI

Heritage Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Heritage Wealth Advisors’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
-29,553
Closed -$2.03M – 729
2019
Q3 		$2.03M Sell
29,553
-5,438
-16% -$348K 0.3% 37
2019
Q2 		$2.2M Buy
34,991
+225
+0.6% +$14.1K 0.34% 36
2019
Q1 		$2.06M Sell
34,766
-6,116
-15% -$374K 0.34% 36
2018
Q4 		$2.06M Sell
40,882
-884
-2% -$52.9K 0.4% 32
2018
Q3 		$2.79M Buy
41,766
+5,316
+15% +$379K 0.55% 24
2018
Q2 		$2.4M Sell
36,450
-50
-0.1% -$3.4K 0.9% 20
2018
Q1 		$2.48M Buy
36,500
+19
+0.1% +$1.32K 1.03% 18
2017
Q4 		$2.36M Sell
36,481
-1,550
-4% -$94.6K 1.01% 16
2017
Q3 		$2.27M Buy
38,031
+201
+0.5% +$11.4K 1.14% 16
2017
Q2 		$2.15M Hold
37,830
– – 1.11% 16
2017
Q1 		$2.09M Buy
37,830
+15,184
+67% +$870K 1.13% 16
2016
Q4 		$1.24M Sell
22,646
-691
-3% -$34.5K 0.81% 23
2016
Q3 		$1.02M Sell
23,337
-159
-0.7% -$6.81K 0.71% 22
2016
Q2 		$965K Hold
23,496
– – 0.65% 22
2016
Q1 		$848K Hold
23,496
– – 0.66% 21
2015
Q4 		$1.01M Hold
23,496
– – 0.85% 19
2015
Q3 		$899K Buy
23,496
+8,888
+61% +$372K 0.77% 18
2015
Q2 		$628K Hold
14,608
– – 0.52% 34
2015
Q1 		$600K Hold
14,608
– – 0.5% 37
2014
Q4 		$611K Buy
14,608
+688
+5% +$27K 0.55% 34
2014
Q3 		$529K Buy
13,920
+162
+1% +$6.25K 0.55% 37
2014
Q2 		$551K Hold
13,758
– – 0.59% 35
2014
Q1 		$548K Hold
13,758
– – 0.63% 33
2013
Q4 		$506K Buy
+13,758
New +$480K 0.64% 31

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

Heritage Wealth Advisors's STI Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 29,553 shares — an estimated $2.03M sold.

Heritage Wealth Advisors first reported a position in STI in Q4 2013 and held it in 24 quarters. The position peaked at $2.79M in Q3 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 29,553 SunTrust Banks, Inc. shares in Q4 2019, an estimated $2.03M.
  • Heritage Wealth Advisors first reported a position in SunTrust Banks, Inc. in Q4 2013 and held it in 24 quarters.
  • Heritage Wealth Advisors's SunTrust Banks, Inc. position peaked at $2.79M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.