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Asset Planning Corporation’s Truist Financial TFC Stock Holding History

Asset Planning Corporation’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
Q1 		– Sell
-660
Closed -$32K – 59
2020
Q4 		$32K Buy
+660
New +$29.9K 0.03% 56

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Asset Planning Corporation's TFC Position: Q1 2021 in Review

Asset Planning Corporation sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 660 shares — an estimated $32K sold.

Asset Planning Corporation first reported a position in TFC in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

  • Asset Planning Corporation reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 660 Truist Financial shares in Q1 2021, an estimated $32K.
  • Asset Planning Corporation first reported a position in Truist Financial in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Truist Financial position peaked at $32K in Q4 2020.
  • 1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.