HWM
STL

HighMark Wealth Management’s Sterling Bancorp STL Stock Holding History

HighMark 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
2020
Q1 		– Sell
-257
Closed -$5K – 440
2019
Q4 		$5K Buy
+257
New +$5.24K 0.01% 291

Other funds holding STL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighMark Wealth Management's STL Position: Q1 2020 in Review

HighMark Wealth Management sold out of Sterling Bancorp (STL) in Q1 2020, closing a stake of 257 shares — an estimated $5K sold.

HighMark Wealth Management first reported a position in STL in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 277 funds tracked by Wall St. Rank hold STL as of Q1 2020.

  • HighMark Wealth Management reported no remaining Sterling Bancorp position as of Q1 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 257 Sterling Bancorp shares in Q1 2020, an estimated $5K.
  • HighMark Wealth Management first reported a position in Sterling Bancorp in Q4 2019 and held it in 1 quarter.
  • HighMark Wealth Management's Sterling Bancorp position peaked at $5K in Q4 2019.
  • 277 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2020.

Based on HighMark Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.