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Bellevue Asset Management’s Truist Financial TFC Stock Holding History

Bellevue 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
2021
Q2 		– Sell
-295
Closed -$17K – 647
2021
Q1 		$17K Hold
295
– – 0.01% 306
2020
Q4 		$15K Hold
295
– – 0.01% 314
2020
Q3 		$11K Buy
+295
New +$11.1K 0.01% 322

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

Bellevue Asset Management's TFC Position: Q2 2021 in Review

Bellevue Asset Management sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 295 shares — an estimated $17K sold.

Bellevue Asset Management first reported a position in TFC in Q3 2020 and held it in 3 quarters. The position peaked at $17K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Bellevue Asset Management reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 295 Truist Financial shares in Q2 2021, an estimated $17K.
  • Bellevue Asset Management first reported a position in Truist Financial in Q3 2020 and held it in 3 quarters.
  • Bellevue Asset Management's Truist Financial position peaked at $17K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.