Wealthstreet Investment Advisors’s SunTrust Banks, Inc. STI Stock Holding History

Wealthstreet Investment 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	-3,952	Closed	-$277K	–	352
2019 Q3	$277K	Hold	3,952	–	–	0.04%	292
2019 Q2	$248K	Hold	3,952	–	–	0.03%	304
2019 Q1	$234K	Hold	3,952	–	–	0.03%	306
2018 Q4	$244K	Buy	+3,952	New	+$237K	0.03%	291
2018 Q3	–	Sell	-3,952	Closed	-$261K	–	350
2018 Q2	$261K	Buy	+3,952	New	+$269K	0.03%	302

Other funds holding STI

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

Wealthstreet Investment Advisors's STI Position: Q4 2019 in Review

Wealthstreet Investment Advisors sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 3,952 shares — an estimated $277K sold.

Wealthstreet Investment Advisors first reported a position in STI in Q2 2018 and held it in 5 quarters. The position peaked at $277K in Q3 2019. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

Wealthstreet Investment Advisors reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,952 SunTrust Banks, Inc. shares in Q4 2019, an estimated $277K.
Wealthstreet Investment Advisors first reported a position in SunTrust Banks, Inc. in Q2 2018 and held it in 5 quarters.
Wealthstreet Investment Advisors's SunTrust Banks, Inc. position peaked at $277K in Q3 2019.
3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.