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Bank of the West’s Truist Financial TFC Stock Holding History

Bank of the West’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
Q3 		– Sell
-10,072
Closed -$378K – 228
2020
Q2 		$378K Sell
10,072
-5,772
-36% -$208K 0.05% 187
2020
Q1 		$488K Sell
15,844
-6,332
-29% -$299K 0.08% 179
2019
Q4 		$1.25M Buy
+22,176
New +$1.2M 0.15% 127

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of the West's TFC Position: Q3 2020 in Review

Bank of the West sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 10,072 shares — an estimated $378K sold.

Bank of the West first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $1.25M in Q4 2019. 1,161 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Bank of the West reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • Bank of the West sold 10,072 Truist Financial shares in Q3 2020, an estimated $378K.
  • Bank of the West first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • Bank of the West's Truist Financial position peaked at $1.25M in Q4 2019.
  • 1,161 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Bank of the West's 13F filing for Q3 2020, filed 5 Nov 2020.