WAM
SBT

Wealthspire Advisors (Maryland)’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SBT Stock Details SBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,685
Closed -$49K – 558
2020
Q2 		$49K Hold
13,685
– – ﹤0.01% 443
2020
Q1 		$59K Buy
+13,685
New +$89K 0.01% 419

Other funds holding SBT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SBT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q3 2020, closing a stake of 13,685 shares — an estimated $49K sold.

Wealthspire Advisors (Maryland) first reported a position in SBT in Q1 2020 and held it in 2 quarters. The position peaked at $59K in Q1 2020. 54 funds tracked by Wall St. Rank hold SBT as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13,685 Sterling Bancorp, Inc. Common Stock shares in Q3 2020, an estimated $49K.
  • Wealthspire Advisors (Maryland) first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Sterling Bancorp, Inc. Common Stock position peaked at $59K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.