LWM
STI

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

Lyell 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
Q4 		– Sell
-3,000
Closed -$206K – 135
2019
Q3 		$206K Buy
+3,000
New +$192K 0.06% 116
2019
Q1 		– Sell
-30,540
Closed -$1.54M – 125
2018
Q4 		$1.54M Sell
30,540
-20,377
-40% -$1.22M 0.64% 54
2018
Q3 		$3.4M Sell
50,917
-2,738
-5% -$195K 1.15% 41
2018
Q2 		$3.54M Buy
53,655
+475
+0.9% +$32.3K 1.29% 34
2018
Q1 		$3.62M Buy
53,180
+900
+2% +$62.4K 1.34% 32
2017
Q4 		$3.38M Buy
52,280
+550
+1% +$33.6K 1.34% 31
2017
Q3 		$3.09M Buy
51,730
+475
+0.9% +$26.8K 1.34% 33
2017
Q2 		$2.91M Buy
51,255
+7,450
+17% +$414K 1.41% 31
2017
Q1 		$2.42M Buy
43,805
+15,870
+57% +$909K 1.31% 36
2016
Q4 		$1.53M Buy
+27,935
New +$1.4M 0.95% 48

Other funds holding STI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Lyell Wealth Management's STI Position: Q4 2019 in Review

Lyell Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 3,000 shares — an estimated $206K sold.

Lyell Wealth Management first reported a position in STI in Q4 2016 and held it in 10 quarters. The position peaked at $3.62M in Q1 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Lyell Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Lyell Wealth Management sold 3,000 SunTrust Banks, Inc. shares in Q4 2019, an estimated $206K.
  • Lyell Wealth Management first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 10 quarters.
  • Lyell Wealth Management's SunTrust Banks, Inc. position peaked at $3.62M in Q1 2018.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Lyell Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.