LFA
STI

Legacy Financial Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Legacy Financial 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
Q2 		– Sell
-48
Closed -$3K – 1041
2019
Q1 		$3K Buy
48
+39
+433% +$2.39K ﹤0.01% 879
2018
Q4 		$0 Sell
9
-126
-93% -$7.54K ﹤0.01% 1073
2018
Q3 		$9K Hold
135
– – ﹤0.01% 567
2018
Q2 		$9K Buy
135
+59
+78% +$4.01K ﹤0.01% 574
2018
Q1 		$5K Hold
76
– – ﹤0.01% 660
2017
Q4 		$4K Buy
+76
New +$4.64K ﹤0.01% 685

Other funds holding STI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Financial Advisors's STI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of SunTrust Banks, Inc. (STI) in Q2 2019, closing a stake of 48 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in STI in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q3 2018. 824 funds tracked by Wall St. Rank hold STI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining SunTrust Banks, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 48 SunTrust Banks, Inc. shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's SunTrust Banks, Inc. position peaked at $9K in Q3 2018.
  • 824 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.