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Schneider Downs Wealth Management Advisors’s S&T Bancorp STBA Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio STBA Stock Details STBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,170
Closed -$521K – 112
2023
Q2 		$521K Hold
19,170
– – 0.12% 62
2023
Q1 		$603K Hold
19,170
– – 0.12% 58
2022
Q4 		$655K Buy
+19,170
New +$672K 0.14% 54
2022
Q1 		– Sell
-14,807
Closed -$467K – 159
2021
Q4 		$467K Buy
+14,807
New +$460K 0.11% 82

Other funds holding STBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's STBA Position: Q3 2023 in Review

Schneider Downs Wealth Management Advisors sold out of S&T Bancorp (STBA) in Q3 2023, closing a stake of 19,170 shares — an estimated $521K sold.

Schneider Downs Wealth Management Advisors first reported a position in STBA in Q4 2021 and held it in 4 quarters. The position peaked at $655K in Q4 2022. 182 funds tracked by Wall St. Rank hold STBA as of Q3 2023.

  • Schneider Downs Wealth Management Advisors reported no remaining S&T Bancorp position as of Q3 2023 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 19,170 S&T Bancorp shares in Q3 2023, an estimated $521K.
  • Schneider Downs Wealth Management Advisors first reported a position in S&T Bancorp in Q4 2021 and held it in 4 quarters.
  • Schneider Downs Wealth Management Advisors's S&T Bancorp position peaked at $655K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held S&T Bancorp as of Q3 2023.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.