AWM
TFC icon

Arbor Wealth Management’s Truist Financial TFC Stock Holding History

Arbor Wealth 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
Q3 		– Sell
-216
Closed -$11K – 179
2019
Q2 		$11K Buy
+216
New +$10.6K 0.01% 133

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arbor Wealth Management's TFC Position: Q3 2019 in Review

Arbor Wealth Management sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 216 shares — an estimated $11K sold.

Arbor Wealth Management first reported a position in TFC in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

  • Arbor Wealth Management reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 216 Truist Financial shares in Q3 2019, an estimated $11K.
  • Arbor Wealth Management first reported a position in Truist Financial in Q2 2019 and held it in 1 quarter.
  • Arbor Wealth Management's Truist Financial position peaked at $11K in Q2 2019.
  • 1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.