BMT Investment Advisors’s Truist Financial TFC Stock Holding History

BMT 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
2020 Q1	$2.11M	Hold	68,547	–	–	1.33%	31
2019 Q4	$3.86M	Buy	68,547 +5,000	+8%	+$271K	1.78%	8
2019 Q3	$3.39M	Buy	63,547 +1,900	+3%	+$94.2K	1.73%	8
2019 Q2	$3.03M	Buy	61,647 +2,786	+5%	+$136K	1.59%	12
2019 Q1	$2.74M	Buy	58,861 +206	+0.4%	+$10K	1.5%	18
2018 Q4	$2.54M	Buy	58,655 +2,800	+5%	+$134K	1.61%	10
2018 Q3	$2.71M	Buy	55,855 +2,325	+4%	+$119K	1.56%	12
2018 Q2	$2.7M	Buy	53,530 +1,250	+2%	+$66.4K	1.72%	8
2018 Q1	$2.72M	Buy	52,280 +5,000	+11%	+$269K	1.83%	5
2017 Q4	$2.35M	Buy	47,280 +14,117	+43%	+$681K	1.7%	6
2017 Q3	$1.56M	Buy	+33,163	New	+$1.52M	1.44%	16

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BMT Investment Advisors's TFC Position: Q1 2020 in Review

BMT Investment Advisors held its Truist Financial (TFC) position steady in Q1 2020 at 68,547 shares worth $2.11M. The position accounts for 1.33% of the portfolio, ranked #31.

BMT Investment Advisors first reported a position in TFC in Q3 2017 and has held it in 11 quarters since. The position peaked at $3.86M in Q4 2019. 1,152 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

BMT Investment Advisors held 68,547 shares of Truist Financial worth $2.11M as of Q1 2020.
BMT Investment Advisors left its Truist Financial share count unchanged in Q1 2020.
Truist Financial made up 1.33% of BMT Investment Advisors's portfolio in Q1 2020, its #31 holding.
BMT Investment Advisors first reported a position in Truist Financial in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Truist Financial position peaked at $3.86M in Q4 2019.
1,152 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.