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Balasa Dinverno & Foltz’s Truist Financial TFC Stock Holding History

Balasa Dinverno & Foltz’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
Q1 		– Sell
-6,783
Closed -$382K – 290
2019
Q4 		$382K Buy
+6,783
New +$367K 0.04% 185

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balasa Dinverno & Foltz's TFC Position: Q1 2020 in Review

Balasa Dinverno & Foltz sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 6,783 shares — an estimated $382K sold.

Balasa Dinverno & Foltz first reported a position in TFC in Q4 2019 and held it in 1 quarter. The position peaked at $382K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Balasa Dinverno & Foltz reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 6,783 Truist Financial shares in Q1 2020, an estimated $382K.
  • Balasa Dinverno & Foltz first reported a position in Truist Financial in Q4 2019 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's Truist Financial position peaked at $382K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2020, filed 30 Apr 2020.