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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$31.3M Buy
653,840
+10,764
+2% +$487K 0.09% 212
2020
Q3 		$24.5M Sell
643,076
-4,788
-0.7% -$180K 0.08% 230
2020
Q2 		$24.3M Sell
647,864
-105,823
-14% -$3.81M 0.09% 218
2020
Q1 		$23.2M Sell
753,687
-211,471
-22% -$10M 0.1% 202
2019
Q4 		$54.4M Buy
965,158
+482,221
+100% +$26.1M 0.2% 100
2019
Q3 		$25.8M Buy
482,937
+3,348
+0.7% +$166K 0.1% 219
2019
Q2 		$23.6M Buy
479,589
+10,517
+2% +$515K 0.1% 242
2019
Q1 		$21.8M Buy
469,072
+13,683
+3% +$667K 0.09% 242
2018
Q4 		$19.7M Buy
455,389
+17,801
+4% +$855K 0.1% 235
2018
Q3 		$21.2M Sell
437,588
-12,151
-3% -$624K 0.09% 244
2018
Q2 		$22.7M Buy
449,739
+25,892
+6% +$1.38M 0.11% 209
2018
Q1 		$22.1M Buy
423,847
+5,801
+1% +$312K 0.11% 219
2017
Q4 		$20.8M Buy
418,046
+34,069
+9% +$1.64M 0.11% 224
2017
Q3 		$18M Buy
383,977
+24,388
+7% +$1.12M 0.1% 237
2017
Q2 		$16.3M Buy
359,589
+57,373
+19% +$2.49M 0.1% 236
2017
Q1 		$13.5M Buy
302,216
+20,230
+7% +$945K 0.09% 257
2016
Q4 		$13.3M Sell
281,986
-934
-0.3% -$39.7K 0.1% 230
2016
Q3 		$10.7M Buy
282,920
+28,135
+11% +$1.05M 0.08% 299
2016
Q2 		$9.07M Buy
254,785
+39,063
+18% +$1.37M 0.07% 323
2016
Q1 		$7.18M Sell
215,722
-9,424
-4% -$313K 0.06% 355
2015
Q4 		$8.51M Buy
225,146
+4,653
+2% +$175K 0.08% 298
2015
Q3 		$7.85M Buy
220,493
+18,506
+9% +$714K 0.08% 302
2015
Q2 		$8.14M Buy
201,987
+15,361
+8% +$608K 0.08% 289
2015
Q1 		$7.28M Buy
186,626
+7,715
+4% +$291K 0.08% 304
2014
Q4 		$6.96M Buy
178,911
+7,137
+4% +$269K 0.09% 288
2014
Q3 		$6.39M Buy
171,774
+4,656
+3% +$176K 0.09% 290
2014
Q2 		$6.59M Buy
167,118
+3,392
+2% +$130K 0.1% 265
2014
Q1 		$6.58M Buy
+163,726
New +$6.27M 0.09% 284
2013
Q4 		– Sell
-142,987
Closed -$4.94M – 294
2013
Q3 		$4.83M Buy
142,987
+19,598
+16% +$684K 0.09% 280
2013
Q2 		$4.18M Buy
+123,389
New +$3.94M 0.1% 253

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Aperio Group's TFC Position: Q4 2020 in Review

Aperio Group increased its Truist Financial (TFC) stake by 1.7% in Q4 2020, buying an estimated $487K and bringing the position to 653,840 shares worth $31.3M. The position accounts for 0.09% of the portfolio, ranked #212.

Aperio Group first reported a position in TFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $54.4M in Q4 2019. 1,293 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

  • Aperio Group held 653,840 shares of Truist Financial worth $31.3M as of Q4 2020.
  • Aperio Group bought 10,764 Truist Financial shares in Q4 2020, an estimated $487K.
  • Truist Financial made up 0.09% of Aperio Group's portfolio in Q4 2020, its #212 holding.
  • Aperio Group first reported a position in Truist Financial in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Truist Financial position peaked at $54.4M in Q4 2019.
  • 1,293 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.