AAMA
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Advanced Asset Management Advisors’s Truist Financial TFC Stock Holding History

Advanced Asset Management 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
Q2 		– Sell
-54,850
Closed -$1.69M – 125
2020
Q1 		$1.69M Buy
54,850
+2
+0% +$95 0.59% 50
2019
Q4 		$3.09M Buy
54,848
+14,097
+35% +$763K 0.93% 33
2019
Q3 		$2.17M Buy
40,751
+232
+0.6% +$11.5K 0.7% 46
2019
Q2 		$1.99M Sell
40,519
-268
-0.7% -$13.1K 0.69% 41
2019
Q1 		$1.9M Sell
40,787
-1,101
-3% -$53.7K 0.68% 36
2018
Q4 		$1.81M Buy
41,888
+5,088
+14% +$244K 0.58% 44
2018
Q3 		$1.79M Sell
36,800
-5,084
-12% -$261K 0.65% 28
2018
Q2 		$2.11M Buy
41,884
+1
+0% +$53 0.68% 30
2018
Q1 		$2.18M Buy
41,883
+1
+0% +$54 0.72% 28
2017
Q4 		$2.08M Buy
+41,882
New +$2.02M 0.68% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advanced Asset Management Advisors's TFC Position: Q2 2020 in Review

Advanced Asset Management Advisors sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 54,850 shares — an estimated $1.69M sold.

Advanced Asset Management Advisors first reported a position in TFC in Q4 2017 and held it in 10 quarters. The position peaked at $3.09M in Q4 2019. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Advanced Asset Management Advisors reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 54,850 Truist Financial shares in Q2 2020, an estimated $1.69M.
  • Advanced Asset Management Advisors first reported a position in Truist Financial in Q4 2017 and held it in 10 quarters.
  • Advanced Asset Management Advisors's Truist Financial position peaked at $3.09M in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.