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Autus Asset Management’s Truist Financial TFC Stock Holding History

Autus Asset Management’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
2018
Q3 		– Sell
-4,079
Closed -$206K – 157
2018
Q2 		$206K Buy
+4,079
New +$217K 0.04% 151

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Autus Asset Management's TFC Position: Q3 2018 in Review

Autus Asset Management sold out of Truist Financial (TFC) in Q3 2018, closing a stake of 4,079 shares — an estimated $206K sold.

Autus Asset Management first reported a position in TFC in Q2 2018 and held it in 1 quarter. The position peaked at $206K in Q2 2018. 1,025 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

  • Autus Asset Management reported no remaining Truist Financial position as of Q3 2018 after selling out during the quarter.
  • Autus Asset Management sold 4,079 Truist Financial shares in Q3 2018, an estimated $206K.
  • Autus Asset Management first reported a position in Truist Financial in Q2 2018 and held it in 1 quarter.
  • Autus Asset Management's Truist Financial position peaked at $206K in Q2 2018.
  • 1,025 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on Autus Asset Management's 13F filing for Q3 2018, filed 26 Oct 2018.