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Bernardo Wealth Planning’s Truist Financial TFC Stock Holding History

Bernardo Wealth Planning’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
-4,843
Closed -$272K – 161
2019
Q4 		$272K Buy
4,843
+75
+2% +$4.06K 0.17% 128
2019
Q3 		$254K Hold
4,768
– – 0.18% 126
2019
Q2 		$234K Hold
4,768
– – 0.18% 125
2019
Q1 		$222K Hold
4,768
– – 0.18% 126
2018
Q4 		$207K Buy
+4,768
New +$229K 0.18% 121

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

Bernardo Wealth Planning's TFC Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 4,843 shares — an estimated $272K sold.

Bernardo Wealth Planning first reported a position in TFC in Q4 2018 and held it in 5 quarters. The position peaked at $272K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,843 Truist Financial shares in Q1 2020, an estimated $272K.
  • Bernardo Wealth Planning first reported a position in Truist Financial in Q4 2018 and held it in 5 quarters.
  • Bernardo Wealth Planning's Truist Financial position peaked at $272K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.