PFWA
STL

Paces Ferry Wealth Advisors’s Sterling Bancorp STL Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-105
Closed -$1K – 1321
2020
Q3 		$1K Buy
+105
New +$1.19K ﹤0.01% 1074

Other funds holding STL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paces Ferry Wealth Advisors's STL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Sterling Bancorp (STL) in Q4 2020, closing a stake of 105 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in STL in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 288 funds tracked by Wall St. Rank hold STL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Sterling Bancorp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 105 Sterling Bancorp shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Sterling Bancorp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Sterling Bancorp position peaked at $1K in Q3 2020.
  • 288 funds tracked by Wall St. Rank held Sterling Bancorp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.