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Brewin Dolphin Wealth Management’s Truist Financial TFC Stock Holding History

Brewin Dolphin 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
-110
Closed -$4.19K – 313
2020
Q3 		$4.19K Sell
110
-18
-14% -$678 ﹤0.01% 268
2020
Q2 		$4.81K Buy
+128
New +$4.61K ﹤0.01% 267

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Brewin Dolphin Wealth Management's TFC Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 110 shares — an estimated $4.19K sold.

Brewin Dolphin Wealth Management first reported a position in TFC in Q2 2020 and held it in 2 quarters. The position peaked at $4.81K in Q2 2020. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 110 Truist Financial shares in Q4 2020, an estimated $4.19K.
  • Brewin Dolphin Wealth Management first reported a position in Truist Financial in Q2 2020 and held it in 2 quarters.
  • Brewin Dolphin Wealth Management's Truist Financial position peaked at $4.81K in Q2 2020.
  • 1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.