YWP
STI

YorkBridge Wealth Partners’s SunTrust Banks, Inc. STI Stock Holding History

YorkBridge Wealth Partners’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
-5,797
Closed -$399K – 188
2019
Q3 		$399K Sell
5,797
-1,822
-24% -$117K 0.2% 113
2019
Q2 		$479K Hold
7,619
– – 0.21% 99
2019
Q1 		$451K Sell
7,619
-597
-7% -$36.5K 0.21% 102
2018
Q4 		$414K Sell
8,216
-672
-8% -$40.2K 0.22% 103
2018
Q3 		$588K Hold
8,888
– – 0.27% 88
2018
Q2 		$587K Sell
8,888
-225
-2% -$15.3K 0.26% 90
2018
Q1 		$630K Sell
9,113
-505
-5% -$35K 0.29% 85
2017
Q4 		$638K Sell
9,618
-582
-6% -$35.5K 0.31% 81
2017
Q3 		$610K Sell
10,200
-92
-0.9% -$5.2K 0.32% 77
2017
Q2 		$593K Hold
10,292
– – 0.31% 78
2017
Q1 		$588K Buy
10,292
+471
+5% +$27K 0.31% 78
2016
Q4 		$515K Buy
+9,821
New +$491K 0.3% 84

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

YorkBridge Wealth Partners's STI Position: Q4 2019 in Review

YorkBridge Wealth Partners sold out of SunTrust Banks, Inc. (STI) in Q4 2019, closing a stake of 5,797 shares — an estimated $399K sold.

YorkBridge Wealth Partners first reported a position in STI in Q4 2016 and held it in 12 quarters. The position peaked at $638K in Q4 2017. 3 funds tracked by Wall St. Rank hold STI as of Q4 2019.

  • YorkBridge Wealth Partners reported no remaining SunTrust Banks, Inc. position as of Q4 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 5,797 SunTrust Banks, Inc. shares in Q4 2019, an estimated $399K.
  • YorkBridge Wealth Partners first reported a position in SunTrust Banks, Inc. in Q4 2016 and held it in 12 quarters.
  • YorkBridge Wealth Partners's SunTrust Banks, Inc. position peaked at $638K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2019, filed 17 Jan 2020.