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Berman Capital Advisors’s Truist Financial TFC Stock Holding History

Berman Capital 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
Q3 		$306K Buy
5,244
+2,030
+63% +$113K 0.05% 201
2021
Q2 		$178K Buy
3,214
+633
+25% +$37.2K 0.03% 258
2021
Q1 		$149K Buy
2,581
+701
+37% +$38.4K 0.03% 231
2020
Q4 		$89K Buy
1,880
+102
+6% +$4.62K 0.02% 274
2020
Q3 		$67K Sell
1,778
-506
-22% -$19.1K 0.02% 283
2020
Q2 		$85K Sell
2,284
-1,515
-40% -$54.6K 0.02% 242
2020
Q1 		$116K Buy
3,799
+970
+34% +$45.9K 0.04% 177
2019
Q4 		$158K Buy
2,829
+2,500
+760% +$135K 0.05% 164
2019
Q3 		$17K Sell
329
-145
-31% -$7.19K 0.01% 560
2019
Q2 		$23K Buy
474
+152
+47% +$7.45K 0.01% 479
2019
Q1 		$14K Buy
322
+168
+109% +$8.2K ﹤0.01% 560
2018
Q4 		$6K Buy
+154
New +$7.39K ﹤0.01% 649

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's TFC Position: Q3 2021 in Review

Berman Capital Advisors increased its Truist Financial (TFC) stake by 63% in Q3 2021, buying an estimated $113K and bringing the position to 5,244 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #201.

Berman Capital Advisors first reported a position in TFC in Q4 2018 and has held it in 12 quarters since. 1,386 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

  • Berman Capital Advisors held 5,244 shares of Truist Financial worth $306K as of Q3 2021.
  • Berman Capital Advisors bought 2,030 Truist Financial shares in Q3 2021, an estimated $113K.
  • Truist Financial made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #201 holding.
  • Berman Capital Advisors first reported a position in Truist Financial in Q4 2018 and has held it in 12 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.