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ARS Wealth Advisors’s Truist Financial TFC Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		$254K Buy
4,570
+26
+0.6% +$1.53K 0.05% 117
2021
Q1 		$265K Buy
4,544
+27
+0.6% +$1.48K 0.06% 104
2020
Q4 		$216K Buy
+4,517
New +$205K 0.05% 113
2020
Q1 		– Sell
-4,910
Closed -$277K – 107
2019
Q4 		$277K Buy
+4,910
New +$266K 0.08% 93

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ARS Wealth Advisors's TFC Position: Q2 2021 in Review

ARS Wealth Advisors increased its Truist Financial (TFC) stake by 0.57% in Q2 2021, buying an estimated $1.53K and bringing the position to 4,570 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #117.

ARS Wealth Advisors first reported a position in TFC in Q4 2019 and has held it in 4 quarters since. The position peaked at $277K in Q4 2019. 1,352 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • ARS Wealth Advisors held 4,570 shares of Truist Financial worth $254K as of Q2 2021.
  • ARS Wealth Advisors bought 26 Truist Financial shares in Q2 2021, an estimated $1.53K.
  • Truist Financial made up 0.05% of ARS Wealth Advisors's portfolio in Q2 2021, its #117 holding.
  • ARS Wealth Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 4 quarters since.
  • ARS Wealth Advisors's Truist Financial position peaked at $277K in Q4 2019.
  • 1,352 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.