CSPIA
TFC.PRF

Cary Street Partners Investment Advisory’s Truist Financial Corporation Depositary Shares each representing 1/1,000th interest in a share of Se TFC.PRF Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio TFC.PRF Stock Details TFC.PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,100
Closed -$28K – 965
2020
Q3 		$28K Buy
+1,100
New +$27.9K 0.01% 594

Other funds holding TFC.PRF

CIA
CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Cary Street Partners Investment Advisory's TFC.PRF Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Truist Financial Corporation Depositary Shares each representing 1/1,000th interest in a share of Se (TFC.PRF) in Q4 2020, closing a stake of 1,100 shares — an estimated $28K sold.

Cary Street Partners Investment Advisory first reported a position in TFC.PRF in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 4 funds tracked by Wall St. Rank hold TFC.PRF as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Truist Financial Corporation Depositary Shares each representing 1/1,000th interest in a share of Se position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,100 Truist Financial Corporation Depositary Shares each representing 1/1,000th interest in a share of Se shares in Q4 2020, an estimated $28K.
  • Cary Street Partners Investment Advisory first reported a position in Truist Financial Corporation Depositary Shares each representing 1/1,000th interest in a share of Se in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Truist Financial Corporation Depositary Shares each representing 1/1,000th interest in a share of Se position peaked at $28K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Truist Financial Corporation Depositary Shares each representing 1/1,000th interest in a share of Se as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.