BNC Wealth Management’s Truist Financial TFC Stock Holding History

BNC Wealth 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
2020 Q4	–	Sell	-135	Closed	-$5K	–	420
2020 Q3	$5K	Buy	+135	New	+$5.09K	﹤0.01%	375

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

BNC Wealth Management's TFC Position: Q4 2020 in Review

BNC Wealth Management sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 135 shares — an estimated $5K sold.

BNC Wealth Management first reported a position in TFC in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

BNC Wealth Management reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 135 Truist Financial shares in Q4 2020, an estimated $5K.
BNC Wealth Management first reported a position in Truist Financial in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Truist Financial position peaked at $5K in Q3 2020.
1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.