TL
STI

TrueWealth LLC’s SunTrust Banks, Inc. STI Stock Holding History

TrueWealth LLC’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
-10,207
Closed -$702K – 772
2019
Q3 		$702K Buy
10,207
+34
+0.3% +$2.18K 0.3% 52
2019
Q2 		$639K Buy
10,173
+33
+0.3% +$2.07K 0.28% 55
2019
Q1 		$601K Buy
10,140
+32
+0.3% +$1.96K 0.28% 56
2018
Q4 		$510K Buy
10,108
+39
+0.4% +$2.33K 0.26% 60
2018
Q3 		$672K Buy
10,069
+30
+0.3% +$2.14K 0.31% 47
2018
Q2 		$663K Buy
10,039
+233
+2% +$15.8K 0.32% 45
2018
Q1 		$667K Sell
9,806
-332
-3% -$23K 0.34% 43
2017
Q4 		$655K Buy
+10,138
New +$619K 0.31% 52

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

TrueWealth LLC's STI Position: Q4 2019 in Review

TrueWealth LLC sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 10,207 shares — an estimated $702K sold.

TrueWealth LLC first reported a position in STI in Q4 2017 and held it in 8 quarters. The position peaked at $702K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • TrueWealth LLC reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • TrueWealth LLC sold 10,207 SunTrust Banks, Inc. shares in Q4 2019, an estimated $702K.
  • TrueWealth LLC first reported a position in SunTrust Banks, Inc. in Q4 2017 and held it in 8 quarters.
  • TrueWealth LLC's SunTrust Banks, Inc. position peaked at $702K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on TrueWealth LLC's 13F filing for Q4 2019, filed 22 Jan 2020.