RWM
STI

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

RKL 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
-18,093
Closed -$1.25M – 125
2019
Q3 		$1.25M Sell
18,093
-149
-0.8% -$9.54K 0.24% 66
2019
Q2 		$1.15M Buy
18,242
+169
+0.9% +$10.6K 0.21% 70
2019
Q1 		$1.07M Sell
18,073
-204
-1% -$12.5K 0.21% 74
2018
Q4 		$924K Sell
18,277
-330
-2% -$19.8K 0.21% 76
2018
Q3 		$1.24M Sell
18,607
-789
-4% -$56.3K 0.26% 70
2018
Q2 		$1.28M Sell
19,396
-401
-2% -$27.3K 0.29% 66
2018
Q1 		$1.34M Buy
19,797
+530
+3% +$36.8K 0.32% 65
2017
Q4 		$1.25M Buy
19,267
+1,652
+9% +$101K 0.31% 69
2017
Q3 		$1.05M Buy
17,615
+3,183
+22% +$180K 0.3% 73
2017
Q2 		$821K Buy
14,432
+6,462
+81% +$359K 0.26% 87
2017
Q1 		$440K Buy
+7,970
New +$457K 0.18% 90

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

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

RKL Wealth Management sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 18,093 shares — an estimated $1.25M sold.

RKL Wealth Management first reported a position in STI in Q1 2017 and held it in 11 quarters. The position peaked at $1.34M in Q1 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • RKL Wealth Management reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • RKL Wealth Management sold 18,093 SunTrust Banks, Inc. shares in Q4 2019, an estimated $1.25M.
  • RKL Wealth Management first reported a position in SunTrust Banks, Inc. in Q1 2017 and held it in 11 quarters.
  • RKL Wealth Management's SunTrust Banks, Inc. position peaked at $1.34M in Q1 2018.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on RKL Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.