Icon Wealth Partners’s SunTrust Banks, Inc. STI Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-507	Closed	-$30K	–	886
2019 Q1	$30K	Buy	+507	New	+$31K	0.01%	473
2018 Q3	–	Sell	-813	Closed	-$54K	–	800
2018 Q2	$54K	Sell	813 -718	-47%	-$48.8K	0.02%	369
2018 Q1	$104K	Sell	1,531 -879	-36%	-$61K	0.06%	247
2017 Q4	$156K	Buy	+2,410	New	+$147K	0.08%	205

Other funds holding STI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Icon Wealth Partners's STI Position: Q2 2019 in Review

Icon Wealth Partners sold out of SunTrust Banks, Inc. (STI) in Q2 2019, closing a stake of 507 shares — an estimated $30K sold.

Icon Wealth Partners first reported a position in STI in Q4 2017 and held it in 4 quarters. The position peaked at $156K in Q4 2017. 824 funds tracked by Wall St. Rank hold STI as of Q2 2019.

Icon Wealth Partners reported no remaining SunTrust Banks, Inc. position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 507 SunTrust Banks, Inc. shares in Q2 2019, an estimated $30K.
Icon Wealth Partners first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's SunTrust Banks, Inc. position peaked at $156K in Q4 2017.
824 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.