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Ackerman Capital Advisors’s Truist Financial TFC Stock Holding History

Ackerman Capital Advisors’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
-5,180
Closed -$292K – 186
2019
Q4 		$292K Buy
+5,180
New +$280K 0.09% 157
2018
Q4 		– Sell
-9,000
Closed -$437K – 143
2018
Q3 		$437K Buy
+9,000
New +$462K 1.51% 26

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

Ackerman Capital Advisors's TFC Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 5,180 shares — an estimated $292K sold.

Ackerman Capital Advisors first reported a position in TFC in Q3 2018 and held it in 2 quarters. The position peaked at $437K in Q3 2018. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Ackerman Capital Advisors reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 5,180 Truist Financial shares in Q1 2020, an estimated $292K.
  • Ackerman Capital Advisors first reported a position in Truist Financial in Q3 2018 and held it in 2 quarters.
  • Ackerman Capital Advisors's Truist Financial position peaked at $437K in Q3 2018.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.