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Bel Air Investment Advisors’s Truist Financial TFC Stock Holding History

Bel Air Investment Advisors’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
Q2 		– Sell
-5,931
Closed -$346K – 478
2021
Q1 		$346K Buy
+5,931
New +$325K 0.01% 305

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Bel Air Investment Advisors's TFC Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 5,931 shares — an estimated $346K sold.

Bel Air Investment Advisors first reported a position in TFC in Q1 2021 and held it in 1 quarter. The position peaked at $346K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 5,931 Truist Financial shares in Q2 2021, an estimated $346K.
  • Bel Air Investment Advisors first reported a position in Truist Financial in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Truist Financial position peaked at $346K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.