Brandywine Oak Private Wealth’s Truist Financial TFC Stock Holding History

Brandywine Oak Private Wealth’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	-8,266	Closed	-$465K	–	255
2019 Q4	$465K	Buy	8,266 +3,255	+65%	+$176K	0.08%	123
2019 Q3	$267K	Buy	5,011 +269	+6%	+$13.3K	0.05%	184
2019 Q2	$232K	Sell	4,742 -3,691	-44%	-$181K	0.05%	199
2019 Q1	$392K	Buy	8,433 +113	+1%	+$5.51K	0.08%	121
2018 Q4	$338K	Buy	+8,320	New	+$399K	0.08%	125

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

Brandywine Oak Private Wealth's TFC Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 8,266 shares — an estimated $465K sold.

Brandywine Oak Private Wealth first reported a position in TFC in Q4 2018 and held it in 5 quarters. The position peaked at $465K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 8,266 Truist Financial shares in Q1 2020, an estimated $465K.
Brandywine Oak Private Wealth first reported a position in Truist Financial in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's Truist Financial position peaked at $465K in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.