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Allred Capital Management’s Truist Financial TFC Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-1,745
Closed -$102K – 701
2021
Q1 		$102K Buy
+1,745
New +$95.6K 0.05% 255
2020
Q1 		– Sell
-1,133
Closed -$63.8K – 648
2019
Q4 		$63.8K Buy
+1,133
New +$61.3K 0.03% 297

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Allred Capital Management's TFC Position: Q2 2021 in Review

Allred Capital Management sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 1,745 shares — an estimated $102K sold.

Allred Capital Management first reported a position in TFC in Q4 2019 and held it in 2 quarters. The position peaked at $102K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Allred Capital Management reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 1,745 Truist Financial shares in Q2 2021, an estimated $102K.
  • Allred Capital Management first reported a position in Truist Financial in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Truist Financial position peaked at $102K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.