JFS Wealth Advisors’s Sterling Bancorp STL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-52
Closed -$1K 2029
2021
Q4
$1K Buy
+52
New +$1.34K ﹤0.01% 1686
2016
Q4
Sell
-5,000
Closed -$88K 511
2016
Q3
$88K Hold
5,000
0.03% 190
2016
Q2
$79K Hold
5,000
0.02% 216
2016
Q1
$80K Hold
5,000
0.02% 198
2015
Q4
$81K Buy
+5,000
New +$80.8K 0.02% 199

Other funds holding STL

JFS Wealth Advisors's STL Position: Q1 2022 in Review

JFS Wealth Advisors sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 52 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in STL in Q4 2015 and held it in 5 quarters. The position peaked at $88K in Q3 2016. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

  • JFS Wealth Advisors reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 52 Sterling Bancorp shares in Q1 2022, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Sterling Bancorp in Q4 2015 and held it in 5 quarters.
  • JFS Wealth Advisors's Sterling Bancorp position peaked at $88K in Q3 2016.
  • 2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.