Clarfeld Financial Advisors’s Truist Financial TFC Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$8K	Buy	+190	New	+$9.12K	0.01%	264

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's TFC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Truist Financial (TFC) in Q4 2018: 190 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings.

1,065 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Clarfeld Financial Advisors held 190 shares of Truist Financial worth $8K as of Q4 2018.
Truist Financial was a new Clarfeld Financial Advisors position in Q4 2018.
Truist Financial made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #264 holding.
1,065 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.