Artisan Partners
TFC icon

Artisan Partners’s Truist Financial TFC Stock Holding History

Artisan Partners’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
-718,193
Closed -$22.1M – 331
2020
Q1 		$22.1M Sell
718,193
-1,681,971
-70% -$79.5M 0.05% 229
2019
Q4 		$135M Buy
+2,400,164
New +$130M 0.24% 99
2018
Q2 		– Sell
-73,583
Closed -$3.83M – 294
2018
Q1 		$3.83M Buy
73,583
+29,508
+67% +$1.59M 0.01% 253
2017
Q4 		$2.19M Buy
+44,075
New +$2.13M ﹤0.01% 257

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners's TFC Position: Q2 2020 in Review

Artisan Partners sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 718,193 shares — an estimated $22.1M sold.

Artisan Partners first reported a position in TFC in Q4 2017 and held it in 4 quarters. The position peaked at $135M in Q4 2019. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Artisan Partners reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Artisan Partners sold 718,193 Truist Financial shares in Q2 2020, an estimated $22.1M.
  • Artisan Partners first reported a position in Truist Financial in Q4 2017 and held it in 4 quarters.
  • Artisan Partners's Truist Financial position peaked at $135M in Q4 2019.
  • 1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Artisan Partners's 13F filing for Q2 2020, filed 12 Aug 2020.