JP Morgan Private 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
-9,765
Closed -$252K 2116
2021
Q4
$252K Sell
9,765
-874
-8% -$22.6K ﹤0.01% 1820
2021
Q3
$266K Sell
10,639
-1,264
-11% -$28.6K ﹤0.01% 1746
2021
Q2
$295K Sell
11,903
-204
-2% -$5.14K ﹤0.01% 1682
2021
Q1
$279K Sell
12,107
-472
-4% -$10.1K ﹤0.01% 1559
2020
Q4
$226K Buy
12,579
+467
+4% +$7.03K ﹤0.01% 1601
2020
Q3
$127K Sell
12,112
-930
-7% -$10.5K ﹤0.01% 1556
2020
Q2
$153K Sell
13,042
-1,459
-10% -$16.7K ﹤0.01% 1485
2020
Q1
$152K Sell
14,501
-17,582
-55% -$303K ﹤0.01% 1332
2019
Q4
$676K Sell
32,083
-986
-3% -$20.1K ﹤0.01% 937
2019
Q3
$663K Buy
33,069
+16,044
+94% +$325K ﹤0.01% 914
2019
Q2
$362K Sell
17,025
-29,013
-63% -$595K ﹤0.01% 1078
2019
Q1
$858K Sell
46,038
-75,841
-62% -$1.45M ﹤0.01% 843
2018
Q4
$2.01M Sell
121,879
-235,650
-66% -$4.39M 0.01% 569
2018
Q3
$7.87M Buy
357,529
+72,297
+25% +$1.65M 0.04% 346
2018
Q2
$6.7M Sell
285,232
-20,270
-7% -$483K 0.04% 340
2018
Q1
$6.89M Buy
305,502
+18,868
+7% +$462K 0.05% 281
2017
Q4
$7.05M Buy
286,634
+20,407
+8% +$505K 0.05% 282
2017
Q3
$6.56M Buy
266,227
+74,340
+39% +$1.7M 0.05% 276
2017
Q2
$4.46M Buy
191,887
+154,717
+416% +$3.54M 0.03% 317
2017
Q1
$881K Buy
+37,170
New +$894K 0.01% 672

Other funds holding STL

JP Morgan Private Wealth Advisors's STL Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 9,765 shares — an estimated $252K sold.

JP Morgan Private Wealth Advisors first reported a position in STL in Q1 2017 and held it in 20 quarters. The position peaked at $7.87M in Q3 2018. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,765 Sterling Bancorp shares in Q1 2022, an estimated $252K.
  • JP Morgan Private Wealth Advisors first reported a position in Sterling Bancorp in Q1 2017 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Sterling Bancorp position peaked at $7.87M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.