BlueSky Wealth Advisors’s Truist Financial TFC Stock Holding History

BlueSky Wealth 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
2019 Q3	–	Sell	-9,117	Closed	-$448K	–	64
2019 Q2	$448K	Buy	9,117 +117	+1%	+$5.73K	0.16%	48
2019 Q1	$431K	Hold	9,000	–	–	0.16%	46
2018 Q4	$445K	Buy	+9,000	New	+$432K	0.17%	44

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlueSky Wealth Advisors's TFC Position: Q3 2019 in Review

BlueSky Wealth Advisors sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 9,117 shares — an estimated $448K sold.

BlueSky Wealth Advisors first reported a position in TFC in Q4 2018 and held it in 3 quarters. The position peaked at $448K in Q2 2019. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

BlueSky Wealth Advisors reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
BlueSky Wealth Advisors sold 9,117 Truist Financial shares in Q3 2019, an estimated $448K.
BlueSky Wealth Advisors first reported a position in Truist Financial in Q4 2018 and held it in 3 quarters.
BlueSky Wealth Advisors's Truist Financial position peaked at $448K in Q2 2019.
1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.