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Advisor Group’s Truist Financial TFC Stock Holding History

Advisor Group’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
Q4 		$7.7M Buy
136,641
+57,739
+73% +$3.13M 0.05% 286
2019
Q3 		$4.21M Buy
78,902
+6,131
+8% +$304K 0.03% 469
2019
Q2 		$3.58M Sell
72,771
-6,053
-8% -$296K 0.03% 524
2019
Q1 		$3.67M Buy
78,824
+16,608
+27% +$810K 0.03% 473
2018
Q4 		$2.7M Buy
62,216
+2,718
+5% +$130K 0.03% 514
2018
Q3 		$2.89M Buy
59,498
+16,620
+39% +$853K 0.03% 514
2018
Q2 		$2.16M Sell
42,878
-1,218
-3% -$64.7K 0.03% 522
2018
Q1 		$2.29M Sell
44,096
-3,790
-8% -$204K 0.03% 507
2017
Q4 		$2.38M Buy
47,886
+4,348
+10% +$210K 0.03% 500
2017
Q3 		$2.04M Sell
43,538
-1,870
-4% -$86K 0.03% 497
2017
Q2 		$2.06M Sell
45,408
-3,425
-7% -$149K 0.04% 471
2017
Q1 		$2.18M Buy
48,833
+4,470
+10% +$209K 0.04% 432
2016
Q4 		$2.09M Buy
44,363
+12,651
+40% +$538K 0.05% 412
2016
Q3 		$1.2M Sell
31,712
-3,813
-11% -$142K 0.03% 572
2016
Q2 		$1.26M Buy
+35,525
New +$1.24M 0.03% 531

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's TFC Position: Q4 2019 in Review

Advisor Group increased its Truist Financial (TFC) stake by 73% in Q4 2019, buying an estimated $3.13M and bringing the position to 136,641 shares worth $7.7M. The position accounts for 0.05% of the portfolio, ranked #286.

Advisor Group first reported a position in TFC in Q2 2016 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

  • Advisor Group held 136,641 shares of Truist Financial worth $7.7M as of Q4 2019.
  • Advisor Group bought 57,739 Truist Financial shares in Q4 2019, an estimated $3.13M.
  • Truist Financial made up 0.05% of Advisor Group's portfolio in Q4 2019, its #286 holding.
  • Advisor Group first reported a position in Truist Financial in Q2 2016 and has held it in 15 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.