TWP
STBA icon

TFO Wealth Partners’s S&T Bancorp STBA Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-17
Closed -$568 – 913
2023
Q4 		$568 Hold
17
– – ﹤0.01% 302
2023
Q3 		$462 Buy
+17
New +$491 ﹤0.01% 479
2023
Q1 		– Sell
-12
Closed -$1K – 913
2022
Q4 		$1K Buy
+12
New +$420 ﹤0.01% 365

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFO Wealth Partners's STBA Position: Q1 2024 in Review

TFO Wealth Partners sold out of S&T Bancorp (STBA) in Q1 2024, closing a stake of 17 shares — an estimated $568 sold.

TFO Wealth Partners first reported a position in STBA in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 187 funds tracked by Wall St. Rank hold STBA as of Q1 2024.

  • TFO Wealth Partners reported no remaining S&T Bancorp position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 17 S&T Bancorp shares in Q1 2024, an estimated $568.
  • TFO Wealth Partners first reported a position in S&T Bancorp in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's S&T Bancorp position peaked at $1K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held S&T Bancorp as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.