Aperio Group’s Truist Financial TFC Stock Holding History

Aperio Group’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$31.3M	Buy	653,840 +10,764	+2%	+$516K	0.09%	212
2020 Q3	$24.5M	Sell	643,076 -4,788	-0.7%	-$182K	0.08%	230
2020 Q2	$24.3M	Sell	647,864 -105,823	-14%	-$3.97M	0.09%	218
2020 Q1	$23.2M	Sell	753,687 -211,471	-22%	-$6.52M	0.1%	202
2019 Q4	$54.4M	Buy	965,158 +482,221	+100%	+$27.2M	0.2%	100
2019 Q3	$25.8M	Buy	482,937 +3,348	+0.7%	+$179K	0.1%	219
2019 Q2	$23.6M	Buy	479,589 +10,517	+2%	+$517K	0.1%	242
2019 Q1	$21.8M	Buy	469,072 +13,683	+3%	+$637K	0.09%	242
2018 Q4	$19.7M	Buy	455,389 +17,801	+4%	+$771K	0.1%	235
2018 Q3	$21.2M	Sell	437,588 -12,151	-3%	-$590K	0.09%	244
2018 Q2	$22.7M	Buy	449,739 +25,892	+6%	+$1.31M	0.11%	209
2018 Q1	$22.1M	Buy	423,847 +5,801	+1%	+$302K	0.11%	219
2017 Q4	$20.8M	Buy	418,046 +34,069	+9%	+$1.69M	0.11%	224
2017 Q3	$18M	Buy	383,977 +24,388	+7%	+$1.14M	0.1%	237
2017 Q2	$16.3M	Buy	359,589 +57,373	+19%	+$2.61M	0.1%	236
2017 Q1	$13.5M	Buy	302,216 +20,230	+7%	+$904K	0.09%	257
2016 Q4	$13.3M	Sell	281,986 -934	-0.3%	-$43.9K	0.1%	230
2016 Q3	$10.7M	Buy	282,920 +28,135	+11%	+$1.06M	0.08%	299
2016 Q2	$9.07M	Buy	254,785 +39,063	+18%	+$1.39M	0.07%	323
2016 Q1	$7.18M	Sell	215,722 -9,424	-4%	-$314K	0.06%	355
2015 Q4	$8.51M	Buy	225,146 +4,653	+2%	+$176K	0.08%	298
2015 Q3	$7.85M	Buy	220,493 +18,506	+9%	+$659K	0.08%	302
2015 Q2	$8.14M	Buy	201,987 +15,361	+8%	+$619K	0.08%	289
2015 Q1	$7.28M	Buy	186,626 +7,715	+4%	+$301K	0.08%	304
2014 Q4	$6.96M	Buy	178,911 +7,137	+4%	+$278K	0.09%	288
2014 Q3	$6.39M	Buy	171,774 +4,656	+3%	+$173K	0.09%	290
2014 Q2	$6.59M	Buy	167,118 +3,392	+2%	+$134K	0.1%	265
2014 Q1	$6.58M	Buy	+163,726	New	+$6.58M	0.09%	284
2013 Q4	–	Sell	-142,987	Closed	-$4.83M	–	294
2013 Q3	$4.83M	Buy	142,987 +19,598	+16%	+$661K	0.09%	280
2013 Q2	$4.18M	Buy	+123,389	New	+$4.18M	0.1%	253