Claro Advisors’s Truist Financial TFC Stock Holding History

Claro 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
2019 Q1	–	Sell	-755	Closed	-$37K	–	847
2018 Q4	$37K	Buy	+755	New	+$36.2K	0.03%	403

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claro Advisors's TFC Position: Q1 2019 in Review

Claro Advisors sold out of Truist Financial (TFC) in Q1 2019, closing a stake of 755 shares — an estimated $37K sold.

Claro Advisors first reported a position in TFC in Q4 2018 and held it in 1 quarter. The position peaked at $37K in Q4 2018. 1,050 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

Claro Advisors reported no remaining Truist Financial position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 755 Truist Financial shares in Q1 2019, an estimated $37K.
Claro Advisors first reported a position in Truist Financial in Q4 2018 and held it in 1 quarter.
Claro Advisors's Truist Financial position peaked at $37K in Q4 2018.
1,050 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.