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CFM Wealth Partners’s Truist Financial TFC Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-1,355
Closed -$50K – 422
2020
Q2 		$50K Sell
1,355
-51
-4% -$1.84K 0.02% 284
2020
Q1 		$43K Sell
1,406
-340
-19% -$16.1K 0.02% 284
2019
Q4 		$98K Buy
+1,746
New +$94.5K 0.04% 212

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFM Wealth Partners's TFC Position: Q3 2020 in Review

CFM Wealth Partners sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 1,355 shares — an estimated $50K sold.

CFM Wealth Partners first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $98K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • CFM Wealth Partners reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,355 Truist Financial shares in Q3 2020, an estimated $50K.
  • CFM Wealth Partners first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Truist Financial position peaked at $98K in Q4 2019.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.