Accurate Investment Solutions’s Truist Financial TFC Stock Holding History

Accurate Investment Solutions’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 Q2	–	Sell	-5,508	Closed	-$170K	–	353
2020 Q1	$170K	Sell	5,508 -71,590	-93%	-$3.39M	0.14%	102
2019 Q4	$4.34M	Buy	77,098 +3,753	+5%	+$203K	2.83%	15
2019 Q3	$3.91M	Buy	73,345 +1,144	+2%	+$56.7K	2.86%	19
2019 Q2	$3.55M	Buy	72,201 +2,151	+3%	+$105K	2.7%	22
2019 Q1	$3.26M	Buy	70,050 +15,989	+30%	+$780K	2.56%	24
2018 Q4	$2.34M	Sell	54,061 -15,858	-23%	-$761K	2.12%	25
2018 Q3	$3.39M	Buy	+69,919	New	+$3.59M	2.35%	25
2017 Q1	–	Sell	-500	Closed	-$24K	–	328
2016 Q4	$24K	Buy	+500	New	+$21.3K	0.02%	161

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Investment Solutions's TFC Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 5,508 shares — an estimated $170K sold.

Accurate Investment Solutions first reported a position in TFC in Q4 2016 and held it in 8 quarters. The position peaked at $4.34M in Q4 2019. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Accurate Investment Solutions reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 5,508 Truist Financial shares in Q2 2020, an estimated $170K.
Accurate Investment Solutions first reported a position in Truist Financial in Q4 2016 and held it in 8 quarters.
Accurate Investment Solutions's Truist Financial position peaked at $4.34M in Q4 2019.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.