Ameritas Investment Company’s Truist Financial TFC Stock Holding History

Ameritas Investment Company’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 Q3	$301K	Buy	5,132 +1,014	+25%	+$56.7K	0.01%	558
2021 Q2	$287K	Sell	4,118 -2,744	-40%	-$161K	0.01%	579
2021 Q1	$400K	Buy	+6,862	New	+$376K	0.03%	396
2020 Q2	–	Sell	-2,238	Closed	-$69K	–	1473
2020 Q1	$69K	Sell	2,238 -55	-2%	-$2.6K	0.01%	599
2019 Q4	$129K	Buy	2,293 +877	+62%	+$47.5K	0.03%	419
2019 Q3	$76K	Buy	+1,416	New	+$70.2K	0.02%	555
2019 Q2	–	Sell	-3,967	Closed	-$185K	–	812
2019 Q1	$185K	Sell	3,967 -247	-6%	-$12K	0.03%	314
2018 Q4	$183K	Buy	+4,214	New	+$202K	0.04%	308

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Company's TFC Position: Q3 2021 in Review

Ameritas Investment Company increased its Truist Financial (TFC) stake by 25% in Q3 2021, buying an estimated $56.7K and bringing the position to 5,132 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #558.

Ameritas Investment Company first reported a position in TFC in Q4 2018 and has held it in 8 quarters since. The position peaked at $400K in Q1 2021. 1,386 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

Ameritas Investment Company held 5,132 shares of Truist Financial worth $301K as of Q3 2021.
Ameritas Investment Company bought 1,014 Truist Financial shares in Q3 2021, an estimated $56.7K.
Truist Financial made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #558 holding.
Ameritas Investment Company first reported a position in Truist Financial in Q4 2018 and has held it in 8 quarters since.
Ameritas Investment Company's Truist Financial position peaked at $400K in Q1 2021.
1,386 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.