Archford Capital Strategies’s Truist Financial TFC Stock Holding History

Archford Capital Strategies’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 Q1	–	Sell	-20,491	Closed	-$1.15M	–	238
2019 Q4	$1.15M	Buy	+20,491	New	+$1.11M	0.4%	79
2019 Q3	–	Sell	-2,788	Closed	-$137K	–	486
2019 Q2	$137K	Sell	2,788 -7,690	-73%	-$377K	0.05%	224
2019 Q1	$488K	Sell	10,478 -563	-5%	-$27.5K	0.18%	157
2018 Q4	$478K	Sell	11,041 -390	-3%	-$18.7K	0.19%	144
2018 Q3	$555K	Sell	11,431 -2,002	-15%	-$103K	0.2%	140
2018 Q2	$678K	Buy	+13,433	New	+$714K	0.24%	122
2018 Q1	–	Sell	-7,019	Closed	-$349K	–	706
2017 Q4	$349K	Buy	+7,019	New	+$339K	0.13%	166
2017 Q2	–	Sell	-750	Closed	-$34K	–	577
2017 Q1	$34K	Buy	+750	New	+$35K	0.01%	312
2016 Q4	–	Sell	-750	Closed	-$28K	–	741
2016 Q3	$28K	Hold	750	–	–	0.01%	305
2016 Q2	$27K	Buy	+750	New	+$26.2K	0.01%	307
2016 Q1	–	Sell	-425	Closed	-$17K	–	552
2015 Q4	$17K	Buy	+425	New	+$16K	0.01%	390

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Archford Capital Strategies's TFC Position: Q1 2020 in Review

Archford Capital Strategies sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 20,491 shares — an estimated $1.15M sold.

Archford Capital Strategies first reported a position in TFC in Q4 2015 and held it in 11 quarters. The position peaked at $1.15M in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Archford Capital Strategies reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Archford Capital Strategies sold 20,491 Truist Financial shares in Q1 2020, an estimated $1.15M.
Archford Capital Strategies first reported a position in Truist Financial in Q4 2015 and held it in 11 quarters.
Archford Capital Strategies's Truist Financial position peaked at $1.15M in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Archford Capital Strategies's 13F filing for Q1 2020, filed 29 Apr 2020.