Modera Wealth Management’s Sterling Bancorp STL Stock Holding History

Modera Wealth Management’s Portfolio STL Stock Details STL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17,972	Closed	-$464K	–	621
2021 Q4	$464K	Buy	17,972 +5,947	+49%	+$154K	0.02%	298
2021 Q3	$300K	Hold	12,025	–	–	0.02%	210
2021 Q2	$298K	Buy	12,025 +1	+0%	+$25	0.02%	182
2021 Q1	$277K	Hold	12,024	–	–	0.02%	184
2020 Q4	$216K	Hold	12,024	–	–	0.02%	218
2020 Q3	$126K	Hold	12,024	–	–	0.02%	157
2020 Q2	$141K	Hold	12,024	–	–	0.02%	147
2020 Q1	$126K	Hold	12,024	–	–	0.03%	146
2019 Q4	$253K	Hold	12,024	–	–	0.04%	127
2019 Q3	$241K	Hold	12,024	–	–	0.04%	123
2019 Q2	$256K	Hold	12,024	–	–	0.05%	119
2019 Q1	$224K	Hold	12,024	–	–	0.04%	130
2018 Q4	$199K	Hold	12,024	–	–	0.04%	129
2018 Q3	$265K	Hold	12,024	–	–	0.05%	117
2018 Q2	$283K	Hold	12,024	–	–	0.06%	108
2018 Q1	$271K	Hold	12,024	–	–	0.06%	103
2017 Q4	$296K	Hold	12,024	–	–	0.06%	102
2017 Q3	$296K	Hold	12,024	–	–	0.07%	103
2017 Q2	$280K	Hold	12,024	–	–	0.07%	93
2017 Q1	$285K	Hold	12,024	–	–	0.07%	96
2016 Q4	$281K	Sell	12,024 -2,000	-14%	-$41.4K	0.09%	88
2016 Q3	$245K	Hold	14,024	–	–	0.08%	92
2016 Q2	$220K	Hold	14,024	–	–	0.08%	93
2016 Q1	$223K	Hold	14,024	–	–	0.08%	98
2015 Q4	$227K	Hold	14,024	–	–	0.09%	71
2015 Q3	$209K	Hold	14,024	–	–	0.09%	69
2015 Q2	$206K	Hold	14,024	–	–	0.08%	81
2015 Q1	$188K	Hold	14,024	–	–	0.07%	85
2014 Q4	$202K	Hold	14,024	–	–	0.08%	87
2014 Q3	$179K	Hold	14,024	–	–	0.08%	81
2014 Q2	$168K	Sell	14,024 -5,000	-26%	-$59.3K	0.08%	61
2014 Q1	$241K	Sell	19,024 -154,858	-89%	-$1.97M	0.1%	52
2013 Q4	$2.33M	Sell	173,882 -44,274	-20%	-$538K	0.88%	16
2013 Q3	$2.38M	Hold	218,156	–	–	1.14%	11
2013 Q2	$2.04M	Buy	+218,156	New	+$1.99M	1.05%	14

Other funds holding STL

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Modera Wealth Management's STL Position: Q1 2022 in Review

Modera Wealth Management sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 17,972 shares — an estimated $464K sold.

Modera Wealth Management first reported a position in STL in Q2 2013 and held it in 35 quarters. The position peaked at $2.38M in Q3 2013. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

Modera Wealth Management reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 17,972 Sterling Bancorp shares in Q1 2022, an estimated $464K.
Modera Wealth Management first reported a position in Sterling Bancorp in Q2 2013 and held it in 35 quarters.
Modera Wealth Management's Sterling Bancorp position peaked at $2.38M in Q3 2013.
2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.