C-J Advisory’s Truist Financial TFC Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-300	Closed	-$16K	–	135
2019 Q3	$16K	Hold	300	–	–	0.01%	114
2019 Q2	$15K	Hold	300	–	–	0.01%	114
2019 Q1	$14K	Buy	+300	New	+$14.6K	0.01%	134

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C-J Advisory's TFC Position: Q4 2019 in Review

C-J Advisory sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 300 shares — an estimated $16K sold.

C-J Advisory first reported a position in TFC in Q1 2019 and held it in 3 quarters. The position peaked at $16K in Q3 2019. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

C-J Advisory reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 300 Truist Financial shares in Q4 2019, an estimated $16K.
C-J Advisory first reported a position in Truist Financial in Q1 2019 and held it in 3 quarters.
C-J Advisory's Truist Financial position peaked at $16K in Q3 2019.
1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.