SOA Wealth Advisors’s Sterling Bancorp STL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,302
Closed -$85K 1041
2021
Q4
$85K Buy
3,302
+9
+0.3% +$233 0.02% 237
2021
Q3
$82K Buy
3,293
+10
+0.3% +$227 0.02% 250
2021
Q2
$81K Buy
3,283
+9
+0.3% +$227 0.02% 249
2021
Q1
$75K Buy
3,274
+11
+0.3% +$236 0.02% 230
2020
Q4
$66K Buy
+3,263
New +$49.1K 0.02% 236

Other funds holding STL

SOA Wealth Advisors's STL Position: Q1 2022 in Review

SOA Wealth Advisors sold out of Sterling Bancorp (STL) in Q1 2022, closing a stake of 3,302 shares — an estimated $85K sold.

SOA Wealth Advisors first reported a position in STL in Q4 2020 and held it in 5 quarters. The position peaked at $85K in Q4 2021. 2 funds tracked by Wall St. Rank hold STL as of Q1 2022.

  • SOA Wealth Advisors reported no remaining Sterling Bancorp position as of Q1 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 3,302 Sterling Bancorp shares in Q1 2022, an estimated $85K.
  • SOA Wealth Advisors first reported a position in Sterling Bancorp in Q4 2020 and held it in 5 quarters.
  • SOA Wealth Advisors's Sterling Bancorp position peaked at $85K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Sterling Bancorp as of Q1 2022.

Based on SOA Wealth Advisors's 13F filing for Q1 2022, filed 7 Apr 2022.