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Alera Investment Advisors’s Truist Financial TFC Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-119
Closed -$6K – 903
2019
Q1 		$6K Sell
119
-73
-38% -$3.56K ﹤0.01% 608
2018
Q4 		$8K Buy
+192
New +$9.22K ﹤0.01% 503

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's TFC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Truist Financial (TFC) in Q2 2019, closing a stake of 119 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in TFC in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Truist Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 119 Truist Financial shares in Q2 2019, an estimated $6K.
  • Alera Investment Advisors first reported a position in Truist Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Truist Financial position peaked at $8K in Q4 2018.
  • 1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.