Advisory Research’s Truist Financial TFC Stock Holding History

Advisory Research’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	-146,181	Closed	-$4.51M	–	346
2020 Q1	$4.51M	Buy	+146,181	New	+$6.91M	0.31%	64
2019 Q4	–	Sell	-344,675	Closed	-$18.4M	–	340
2019 Q3	$18.4M	Sell	344,675 -11,817	-3%	-$586K	0.89%	44
2019 Q2	$17.5M	Sell	356,492 -122	-0%	-$5.98K	0.34%	79
2019 Q1	$16.6M	Buy	356,614 +10,895	+3%	+$531K	0.32%	79
2018 Q4	$15M	Sell	345,719 -19,002	-5%	-$912K	0.32%	88
2018 Q3	$17.7M	Sell	364,721 -15,517	-4%	-$796K	0.29%	88
2018 Q2	$19.2M	Buy	+380,238	New	+$20.2M	0.31%	86
2014 Q2	–	Sell	-1,827	Closed	-$73K	–	641
2014 Q1	$73K	Buy	+1,827	New	+$69.9K	﹤0.01%	394

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

Advisory Research's TFC Position: Q2 2020 in Review

Advisory Research sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 146,181 shares — an estimated $4.51M sold.

Advisory Research first reported a position in TFC in Q1 2014 and held it in 8 quarters. The position peaked at $19.2M in Q2 2018. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Advisory Research reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 146,181 Truist Financial shares in Q2 2020, an estimated $4.51M.
Advisory Research first reported a position in Truist Financial in Q1 2014 and held it in 8 quarters.
Advisory Research's Truist Financial position peaked at $19.2M in Q2 2018.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.