9WM
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9258 Wealth Management’s Truist Financial TFC Stock Holding History

9258 Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,766
Closed -$212K – 319
2019
Q4 		$212K Buy
+3,766
New +$204K 0.08% 273

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

9258 Wealth Management's TFC Position: Q1 2020 in Review

9258 Wealth Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 3,766 shares — an estimated $212K sold.

9258 Wealth Management first reported a position in TFC in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • 9258 Wealth Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 3,766 Truist Financial shares in Q1 2020, an estimated $212K.
  • 9258 Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Truist Financial position peaked at $212K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.