LWM
STI

Liberty Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History

Liberty Wealth Management’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
Q1 		– Sell
-518
Closed -$26K – 883
2018
Q4 		$26K Buy
+518
New +$31K 0.02% 289

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's STI Position: Q1 2019 in Review

Liberty Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q1 2019, closing a stake of 518 shares — an estimated $26K sold.

Liberty Wealth Management first reported a position in STI in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 849 funds tracked by Wall St. Rank hold STI as of Q1 2019.

  • Liberty Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 518 SunTrust Banks, Inc. shares in Q1 2019, an estimated $26K.
  • Liberty Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's SunTrust Banks, Inc. position peaked at $26K in Q4 2018.
  • 849 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.