WAM
STI

Wealthspire Advisors (Maryland)’s SunTrust Banks, Inc. STI Stock Holding History

Wealthspire Advisors (Maryland)’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
-11,881
Closed -$817K – 519
2019
Q3 		$817K Buy
11,881
+78
+0.7% +$4.99K 0.06% 174
2019
Q2 		$742K Buy
11,803
+164
+1% +$10.3K 0.06% 182
2019
Q1 		$690K Buy
11,639
+689
+6% +$42.2K 0.05% 200
2018
Q4 		$552K Buy
10,950
+577
+6% +$34.5K 0.05% 203
2018
Q3 		$693K Buy
10,373
+41
+0.4% +$2.92K 0.06% 189
2018
Q2 		$682K Buy
10,332
+177
+2% +$12K 0.06% 182
2018
Q1 		$691K Buy
10,155
+42
+0.4% +$2.91K 0.07% 185
2017
Q4 		$653K Buy
10,113
+517
+5% +$31.6K 0.06% 213
2017
Q3 		$574K Buy
9,596
+55
+0.6% +$3.11K 0.06% 216
2017
Q2 		$541K Buy
9,541
+7,272
+320% +$404K 0.06% 213
2017
Q1 		$125K Buy
2,269
+192
+9% +$11K 0.02% 519
2016
Q4 		$114K Sell
2,077
-588
-22% -$29.4K 0.02% 543
2016
Q3 		$117K Sell
2,665
-1,206
-31% -$51.7K 0.02% 532
2016
Q2 		$159K Buy
3,871
+320
+9% +$13.1K 0.03% 429
2016
Q1 		$128K Sell
3,551
-867
-20% -$31.2K 0.02% 471
2015
Q4 		$189K Buy
+4,418
New +$186K 0.04% 371

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

Wealthspire Advisors (Maryland)'s STI Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 11,881 shares — an estimated $817K sold.

Wealthspire Advisors (Maryland) first reported a position in STI in Q4 2015 and held it in 16 quarters. The position peaked at $817K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11,881 SunTrust Banks, Inc. shares in Q4 2019, an estimated $817K.
  • Wealthspire Advisors (Maryland) first reported a position in SunTrust Banks, Inc. in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s SunTrust Banks, Inc. position peaked at $817K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.