VFA
STI

Valeo Financial Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Valeo Financial Advisors’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
-791
Closed -$54K – 1776
2019
Q3 		$54K Sell
791
-950
-55% -$60.8K 0.01% 582
2019
Q2 		$109K Buy
1,741
+474
+37% +$29.8K 0.01% 412
2019
Q1 		$75K Sell
1,267
-759
-37% -$46.4K 0.01% 471
2018
Q4 		$102K Buy
2,026
+51
+3% +$3.05K 0.01% 375
2018
Q3 		$123K Sell
1,975
-160
-7% -$11.4K 0.02% 356
2018
Q2 		$154K Buy
2,135
+60
+3% +$4.08K 0.02% 320
2018
Q1 		$141K Buy
2,075
+448
+28% +$31.1K 0.02% 299
2017
Q4 		$105K Buy
1,627
+843
+108% +$51.5K 0.02% 335
2017
Q3 		$47K Buy
+784
New +$44.3K 0.01% 414

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

Valeo Financial Advisors's STI Position: Q4 2019 in Review

Valeo Financial Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 791 shares — an estimated $54K sold.

Valeo Financial Advisors first reported a position in STI in Q3 2017 and held it in 9 quarters. The position peaked at $154K in Q2 2018. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Valeo Financial Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 791 SunTrust Banks, Inc. shares in Q4 2019, an estimated $54K.
  • Valeo Financial Advisors first reported a position in SunTrust Banks, Inc. in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's SunTrust Banks, Inc. position peaked at $154K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.