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Aris Wealth Services’s Truist Financial TFC Stock Holding History

Aris Wealth Services’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
2015
Q3 		$1K Sell
26
-175
-87% -$6.75K ﹤0.01% 359
2015
Q2 		$8K Hold
201
– – 0.01% 395
2015
Q1 		$8K Buy
+201
New +$7.58K 0.01% 385

Other funds holding TFC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aris Wealth Services's TFC Position: Q3 2015 in Review

Aris Wealth Services reduced its Truist Financial (TFC) stake by 87% in Q3 2015, selling an estimated $6.75K and leaving 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Aris Wealth Services first reported a position in TFC in Q1 2015 and has held it in 3 quarters since. The position peaked at $8K in Q2 2015. 752 funds tracked by Wall St. Rank hold TFC as of Q3 2015.

  • Aris Wealth Services held 26 shares of Truist Financial worth $1K as of Q3 2015.
  • Aris Wealth Services sold 175 Truist Financial shares in Q3 2015, an estimated $6.75K.
  • Truist Financial made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #359 holding.
  • Aris Wealth Services first reported a position in Truist Financial in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Truist Financial position peaked at $8K in Q2 2015.
  • 752 funds tracked by Wall St. Rank held Truist Financial as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.