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TFC icon

AMG Funds’s Truist Financial TFC Stock Holding History

AMG Funds’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
2020
Q3 		$549K Sell
14,426
-491
-3% -$18.5K 2.75% 12
2020
Q2 		$560K Sell
14,917
-3,883
-21% -$140K 2.86% 13
2020
Q1 		$580K Sell
18,800
-15,454
-45% -$731K 2.76% 15
2019
Q4 		$1.93M Sell
34,254
-3,726
-10% -$202K 3.03% 3
2019
Q3 		$2.03M Sell
37,980
-1,377
-3% -$68.2K 2.59% 2
2019
Q2 		$1.93M Sell
39,357
-3,222
-8% -$158K 2.06% 1
2019
Q1 		$1.98M Buy
42,579
+2,990
+8% +$146K 1.94% 3
2018
Q4 		$1.72M Sell
39,589
-10,558
-21% -$507K 1.87% 3
2018
Q3 		$2.43M Sell
50,147
-6,861
-12% -$352K 1.77% 4
2018
Q2 		$2.88M Sell
57,008
-8,776
-13% -$466K 1.83% 1
2018
Q1 		$3.42M Sell
65,784
-1,643
-2% -$88.5K 1.98% 2
2017
Q4 		$3.35M Sell
67,427
-1,224
-2% -$59.1K 1.81% 1
2017
Q3 		$3.22M Sell
68,651
-2,659
-4% -$122K 1.77% 3
2017
Q2 		$3.24M Buy
71,310
+558
+0.8% +$24.2K 1.78% 2
2017
Q1 		$3.16M Buy
70,752
+734
+1% +$34.3K 1.7% 4
2016
Q4 		$3.29M Buy
70,018
+113
+0.2% +$4.81K 1.8% 3
2016
Q3 		$2.64M Buy
+69,905
New +$2.6M 1.5% 9

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AMG Funds's TFC Position: Q3 2020 in Review

AMG Funds reduced its Truist Financial (TFC) stake by 3.3% in Q3 2020, selling an estimated $18.5K and leaving 14,426 shares worth $549K. The position accounts for 2.75% of the portfolio, ranked #12.

AMG Funds first reported a position in TFC in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.42M in Q1 2018. 1,161 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • AMG Funds held 14,426 shares of Truist Financial worth $549K as of Q3 2020.
  • AMG Funds sold 491 Truist Financial shares in Q3 2020, an estimated $18.5K.
  • Truist Financial made up 2.75% of AMG Funds's portfolio in Q3 2020, its #12 holding.
  • AMG Funds first reported a position in Truist Financial in Q3 2016 and has held it in 17 quarters since.
  • AMG Funds's Truist Financial position peaked at $3.42M in Q1 2018.
  • 1,161 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on AMG Funds's 13F filing for Q3 2020, filed 12 Nov 2020.