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Bridgeworth’s Truist Financial TFC Stock Holding History

Bridgeworth’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
-4,175
Closed -$235K – 139
2019
Q4 		$235K Buy
+4,175
New +$226K 0.09% 117
2018
Q3 		– Sell
-3,923
Closed -$197K – 489
2018
Q2 		$197K Buy
+3,923
New +$208K 0.08% 133

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bridgeworth's TFC Position: Q1 2020 in Review

Bridgeworth sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 4,175 shares — an estimated $235K sold.

Bridgeworth first reported a position in TFC in Q2 2018 and held it in 2 quarters. The position peaked at $235K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Bridgeworth reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Bridgeworth sold 4,175 Truist Financial shares in Q1 2020, an estimated $235K.
  • Bridgeworth first reported a position in Truist Financial in Q2 2018 and held it in 2 quarters.
  • Bridgeworth's Truist Financial position peaked at $235K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Bridgeworth's 13F filing for Q1 2020, filed 27 Apr 2020.