American Asset Management’s Truist Financial TFC Stock Holding History

American Asset 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
2019 Q4	–	Sell	-5,102	Closed	-$272K	–	116
2019 Q3	$272K	Sell	5,102 -400	-7%	-$19.8K	0.19%	85
2019 Q2	$270K	Hold	5,502	–	–	0.19%	86
2019 Q1	$256K	Sell	5,502 -500	-8%	-$24.4K	0.19%	80
2018 Q4	$260K	Buy	6,002 +1,400	+30%	+$67.2K	0.19%	73
2018 Q3	$223K	Buy	4,602 +500	+12%	+$25.7K	0.2%	97
2018 Q2	$207K	Hold	4,102	–	–	0.14%	97
2018 Q1	$213K	Hold	4,102	–	–	0.18%	92
2017 Q4	$204K	Buy	+4,102	New	+$198K	0.12%	87

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Asset Management's TFC Position: Q4 2019 in Review

American Asset Management sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 5,102 shares — an estimated $272K sold.

American Asset Management first reported a position in TFC in Q4 2017 and held it in 8 quarters. The position peaked at $272K in Q3 2019. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

American Asset Management reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
American Asset Management sold 5,102 Truist Financial shares in Q4 2019, an estimated $272K.
American Asset Management first reported a position in Truist Financial in Q4 2017 and held it in 8 quarters.
American Asset Management's Truist Financial position peaked at $272K in Q3 2019.
1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on American Asset Management's 13F filing for Q4 2019, filed 30 Jan 2020.