Allegiant Private Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$465K Sell
8,387
-130
-2% -$7.64K 0.08% 111
2021
Q1
$497K Buy
8,517
+40
+0.5% +$2.19K 0.09% 100
2020
Q4
$406K Buy
+8,477
New +$384K 0.08% 101

Other funds holding TFC

Allegiant Private Advisors's TFC Position: Q2 2021 in Review

Allegiant Private Advisors reduced its Truist Financial (TFC) stake by 1.5% in Q2 2021, selling an estimated $7.64K and leaving 8,387 shares worth $465K. The position accounts for 0.08% of the portfolio, ranked #111.

Allegiant Private Advisors first reported a position in TFC in Q4 2020 and has held it in 3 quarters since. The position peaked at $497K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Allegiant Private Advisors held 8,387 shares of Truist Financial worth $465K as of Q2 2021.
  • Allegiant Private Advisors sold 130 Truist Financial shares in Q2 2021, an estimated $7.64K.
  • Truist Financial made up 0.08% of Allegiant Private Advisors's portfolio in Q2 2021, its #111 holding.
  • Allegiant Private Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 3 quarters since.
  • Allegiant Private Advisors's Truist Financial position peaked at $497K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.