Capital Advisory Group Advisory Services’s Truist Financial TFC Stock Holding History

Capital Advisory Group Advisory Services’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	-87	Closed	-$3K	–	559
2020 Q3	$3K	Buy	+87	New	+$3.28K	﹤0.01%	432

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

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Capital Advisory Group Advisory Services's TFC Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 87 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in TFC in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 87 Truist Financial shares in Q4 2020, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Truist Financial in Q3 2020 and held it in 1 quarter.
Capital Advisory Group Advisory Services's Truist Financial position peaked at $3K in Q3 2020.
1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.