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Arden Trust’s Truist Financial TFC Stock Holding History

Arden Trust’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
Q2 		– Sell
-5,916
Closed -$183K – 704
2020
Q1 		$183K Buy
+5,916
New +$280K 0.04% 293
2019
Q4 		– Sell
-7,392
Closed -$395K – 365
2019
Q3 		$395K Sell
7,392
-2,876
-28% -$143K 0.06% 245
2019
Q2 		$504K Sell
10,268
-1,502
-13% -$73.6K 0.09% 213
2019
Q1 		$548K Buy
11,770
+112
+1% +$5.46K 0.09% 215
2018
Q4 		$505K Sell
11,658
-616
-5% -$29.6K 0.09% 200
2018
Q3 		$596K Sell
12,274
-3,112
-20% -$160K 0.09% 195
2018
Q2 		$776K Sell
15,386
-3,153
-17% -$168K 0.12% 168
2018
Q1 		$964K Sell
18,539
-386
-2% -$20.8K 0.15% 146
2017
Q4 		$941K Buy
18,925
+223
+1% +$10.8K 0.14% 147
2017
Q3 		$878K Buy
18,702
+2,538
+16% +$117K 0.13% 164
2017
Q2 		$734K Sell
16,164
-1,437
-8% -$62.4K 0.11% 184
2017
Q1 		$787K Sell
17,601
-137
-0.8% -$6.4K 0.12% 163
2016
Q4 		$834K Buy
17,738
+271
+2% +$11.5K 0.13% 160
2016
Q3 		$659K Sell
17,467
-21,820
-56% -$813K 0.1% 185
2016
Q2 		$1.4K Sell
39,287
-28,609
-42% -$1,000K 0.11% 192
2016
Q1 		$2.26M Sell
67,896
-1,297
-2% -$43.1K 0.18% 132
2015
Q4 		$2.62M Buy
69,193
+4,728
+7% +$178K 0.22% 109
2015
Q3 		$2.29M Buy
64,465
+6,453
+11% +$249K 0.19% 130
2015
Q2 		$2.34K Buy
58,012
+2,223
+4% +$87.9K 0.35% 73
2015
Q1 		$2.18K Buy
55,789
+39,300
+238% +$1.48M 0.32% 84
2014
Q4 		$642K Buy
16,489
+130
+0.8% +$4.89K 0.09% 202
2014
Q3 		$609K Buy
16,359
+2,740
+20% +$103K 0.08% 213
2014
Q2 		$537K Buy
13,619
+1,923
+16% +$73.7K 0.07% 204
2014
Q1 		$470K Buy
11,696
+5,334
+84% +$204K 0.06% 235
2013
Q4 		$237K Buy
+6,362
New +$220K 0.03% 285

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arden Trust's TFC Position: Q2 2020 in Review

Arden Trust sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 5,916 shares — an estimated $183K sold.

Arden Trust first reported a position in TFC in Q4 2013 and held it in 25 quarters. The position peaked at $2.62M in Q4 2015. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Arden Trust reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 5,916 Truist Financial shares in Q2 2020, an estimated $183K.
  • Arden Trust first reported a position in Truist Financial in Q4 2013 and held it in 25 quarters.
  • Arden Trust's Truist Financial position peaked at $2.62M in Q4 2015.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.