Campbell Newman Asset Management’s Truist Financial TFC Stock Holding History

Campbell Newman Asset 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
2021 Q1	–	Sell	-7,413	Closed	-$355K	–	124
2020 Q4	$355K	Sell	7,413 -14,827	-67%	-$671K	0.04%	112
2020 Q3	$846K	Sell	22,240 -244	-1%	-$9.19K	0.11%	80
2020 Q2	$844K	Sell	22,484 -334,776	-94%	-$12.1M	0.12%	69
2020 Q1	$11M	Sell	357,260 -12,495	-3%	-$591K	1.89%	26
2019 Q4	$20.8M	Buy	369,755 +113,528	+44%	+$6.15M	2.81%	11
2019 Q3	$13.7M	Sell	256,227 -174	-0.1%	-$8.62K	1.96%	25
2019 Q2	$12.6M	Buy	256,401 +2,776	+1%	+$136K	1.84%	27
2019 Q1	$11.8M	Buy	253,625 +3,506	+1%	+$171K	1.82%	28
2018 Q4	$10.8M	Sell	250,119 -18,846	-7%	-$905K	1.88%	25
2018 Q3	$13.1M	Sell	268,965 -5,356	-2%	-$275K	1.89%	27
2018 Q2	$13.8M	Buy	274,321 +111,002	+68%	+$5.9M	2.14%	19
2018 Q1	$8.5M	Buy	163,319 +2,055	+1%	+$111K	1.41%	31
2017 Q4	$8.02M	Sell	161,264 -4,752	-3%	-$229K	1.35%	31
2017 Q3	$7.79M	Sell	166,016 -8,602	-5%	-$395K	1.39%	31
2017 Q2	$7.93M	Buy	174,618 +4,824	+3%	+$209K	1.43%	31
2017 Q1	$7.59M	Buy	+169,794	New	+$7.93M	1.4%	30

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Campbell Newman Asset Management's TFC Position: Q1 2021 in Review

Campbell Newman Asset Management sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 7,413 shares — an estimated $355K sold.

Campbell Newman Asset Management first reported a position in TFC in Q1 2017 and held it in 16 quarters. The position peaked at $20.8M in Q4 2019. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

Campbell Newman Asset Management reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
Campbell Newman Asset Management sold 7,413 Truist Financial shares in Q1 2021, an estimated $355K.
Campbell Newman Asset Management first reported a position in Truist Financial in Q1 2017 and held it in 16 quarters.
Campbell Newman Asset Management's Truist Financial position peaked at $20.8M in Q4 2019.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Campbell Newman Asset Management's 13F filing for Q1 2021, filed 19 Apr 2021.