PWP
STI

Personal Wealth Partners’s SunTrust Banks, Inc. STI Stock Holding History

Personal Wealth Partners’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
-52
Closed -$4K – 731
2019
Q3 		$4K Buy
+52
New +$3.33K ﹤0.01% 302

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

Personal Wealth Partners's STI Position: Q4 2019 in Review

Personal Wealth Partners sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 52 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in STI in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Personal Wealth Partners reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 52 SunTrust Banks, Inc. shares in Q4 2019, an estimated $4K.
  • Personal Wealth Partners first reported a position in SunTrust Banks, Inc. in Q3 2019 and held it in 1 quarter.
  • Personal Wealth Partners's SunTrust Banks, Inc. position peaked at $4K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.