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Sowell Financial Services’s S&T Bancorp STBA Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-212
Closed -$7K – 2431
2021
Q1 		$7K Buy
+212
New +$6.29K ﹤0.01% 2478
2020
Q1 		– Sell
-42
Closed -$2K – 2678
2019
Q4 		$2K Hold
42
– – ﹤0.01% 2239
2019
Q3 		$2K Buy
+42
New +$1.53K ﹤0.01% 2135

Other funds holding STBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's STBA Position: Q2 2021 in Review

Sowell Financial Services sold out of S&T Bancorp (STBA) in Q2 2021, closing a stake of 212 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in STBA in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 151 funds tracked by Wall St. Rank hold STBA as of Q2 2021.

  • Sowell Financial Services reported no remaining S&T Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 212 S&T Bancorp shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in S&T Bancorp in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's S&T Bancorp position peaked at $7K in Q1 2021.
  • 151 funds tracked by Wall St. Rank held S&T Bancorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.