AIM
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Advantage Investment Management’s Truist Financial TFC Stock Holding History

Advantage Investment 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
2019
Q3 		$85K Buy
1,599
+17
+1% +$842 0.07% 259
2019
Q2 		$78K Buy
1,582
+99
+7% +$4.85K 0.06% 270
2019
Q1 		$69K Sell
1,483
-463
-24% -$22.6K 0.05% 285
2018
Q4 		$84K Buy
1,946
+149
+8% +$7.15K 0.06% 263
2018
Q3 		$87K Buy
1,797
+660
+58% +$33.9K 0.06% 296
2018
Q2 		$57K Sell
1,137
-103
-8% -$5.47K 0.04% 348
2018
Q1 		$65K Sell
1,240
-99
-7% -$5.33K 0.02% 339
2017
Q4 		$67K Buy
1,339
+1
+0.1% +$48 0.02% 351
2017
Q3 		$63K Sell
1,338
-349
-21% -$16K 0.02% 354
2017
Q2 		$77K Buy
1,687
+165
+11% +$7.16K 0.03% 285
2017
Q1 		$68K Sell
1,522
-103
-6% -$4.81K 0.03% 283
2016
Q4 		$76K Hold
1,625
– – 0.03% 258
2016
Q3 		$61K Hold
1,625
– – 0.02% 292
2016
Q2 		$58K Buy
1,625
+100
+7% +$3.49K 0.03% 322
2016
Q1 		$51K Hold
1,525
– – 0.02% 331
2015
Q4 		$58K Hold
1,525
– – 0.03% 309
2015
Q3 		$54K Hold
1,525
– – 0.03% 300
2015
Q2 		$61K Buy
1,525
+200
+15% +$7.91K 0.03% 311
2015
Q1 		$52K Hold
1,325
– – 0.03% 321
2014
Q4 		$52K Buy
+1,325
New +$49.9K 0.04% 308

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's TFC Position: Q3 2019 in Review

Advantage Investment Management increased its Truist Financial (TFC) stake by 1.1% in Q3 2019, buying an estimated $842 and bringing the position to 1,599 shares worth $85K. The position accounts for 0.07% of the portfolio, ranked #259.

Advantage Investment Management first reported a position in TFC in Q4 2014 and has held it in 20 quarters since. The position peaked at $87K in Q3 2018. 1,033 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

  • Advantage Investment Management held 1,599 shares of Truist Financial worth $85K as of Q3 2019.
  • Advantage Investment Management bought 17 Truist Financial shares in Q3 2019, an estimated $842.
  • Truist Financial made up 0.07% of Advantage Investment Management's portfolio in Q3 2019, its #259 holding.
  • Advantage Investment Management first reported a position in Truist Financial in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Truist Financial position peaked at $87K in Q3 2018.
  • 1,033 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.