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ClearArc Capital’s Truist Financial TFC Stock Holding History

ClearArc Capital’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
Q4 		$806K Buy
14,309
+2,772
+24% +$150K 0.31% 77
2019
Q3 		$616K Buy
11,537
+123
+1% +$6.09K 0.18% 141
2019
Q2 		$561K Sell
11,414
-1,381
-11% -$67.6K 0.17% 153
2019
Q1 		$595K Sell
12,795
-430
-3% -$21K 0.16% 151
2018
Q4 		$573K Sell
13,225
-30,919
-70% -$1.48M 0.17% 145
2018
Q3 		$2.14M Sell
44,144
-940
-2% -$48.2K 0.28% 87
2018
Q2 		$2.27M Buy
45,084
+3,962
+10% +$210K 0.32% 80
2018
Q1 		$2.14M Buy
41,122
+4,119
+11% +$222K 0.32% 78
2017
Q4 		$1.84M Buy
37,003
+2,052
+6% +$99.1K 0.25% 94
2017
Q3 		$1.64M Sell
34,951
-4,320
-11% -$199K 0.25% 96
2017
Q2 		$1.78M Buy
39,271
+222
+0.6% +$9.64K 0.29% 85
2017
Q1 		$1.75M Buy
39,049
+479
+1% +$22.4K 0.29% 85
2016
Q4 		$1.81M Buy
38,570
+2,469
+7% +$105K 0.33% 79
2016
Q3 		$1.36M Buy
36,101
+6,001
+20% +$224K 0.26% 100
2016
Q2 		$1.07M Buy
30,100
+1,775
+6% +$62K 0.21% 118
2016
Q1 		$942K Buy
28,325
+106
+0.4% +$3.52K 0.2% 128
2015
Q4 		$1.07M Sell
28,219
-2,035
-7% -$76.5K 0.22% 117
2015
Q3 		$1.08M Buy
30,254
+2,534
+9% +$97.8K 0.22% 120
2015
Q2 		$1.12M Buy
27,720
+12,084
+77% +$478K 0.2% 131
2015
Q1 		$610K Buy
15,636
+292
+2% +$11K 0.13% 205
2014
Q4 		$597K Buy
15,344
+471
+3% +$17.7K 0.12% 202
2014
Q3 		$553K Buy
14,873
+418
+3% +$15.8K 0.12% 198
2014
Q2 		$570K Sell
14,455
-12,578
-47% -$482K 0.13% 197
2014
Q1 		$1.09M Buy
27,033
+305
+1% +$11.7K 0.27% 111
2013
Q4 		$997K Sell
26,728
-2,047
-7% -$70.7K 0.26% 116
2013
Q3 		$971K Sell
28,775
-2,429
-8% -$84.8K 0.27% 111
2013
Q2 		$1.06M Buy
+31,204
New +$995K 0.28% 103

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

ClearArc Capital's TFC Position: Q4 2019 in Review

ClearArc Capital increased its Truist Financial (TFC) stake by 24% in Q4 2019, buying an estimated $150K and bringing the position to 14,309 shares worth $806K. The position accounts for 0.31% of the portfolio, ranked #77.

ClearArc Capital first reported a position in TFC in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.27M in Q2 2018. 1,351 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

  • ClearArc Capital held 14,309 shares of Truist Financial worth $806K as of Q4 2019.
  • ClearArc Capital bought 2,772 Truist Financial shares in Q4 2019, an estimated $150K.
  • Truist Financial made up 0.31% of ClearArc Capital's portfolio in Q4 2019, its #77 holding.
  • ClearArc Capital first reported a position in Truist Financial in Q2 2013 and has held it in 27 quarters since.
  • ClearArc Capital's Truist Financial position peaked at $2.27M in Q2 2018.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on ClearArc Capital's 13F filing for Q4 2019, filed 14 Feb 2020.