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Copper Rock Capital Partners’s Truist Financial TFC Stock Holding History

Copper Rock Capital 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 		$59K Sell
1,551
-353,804
-100% -$13.3M 0.02% 46
2020
Q2 		$13.3M Buy
+355,355
New +$12.8M 2.29% 6
2020
Q1 		– Sell
-352,671
Closed -$19.9M – 79
2019
Q4 		$19.9M Buy
+352,671
New +$19.1M 1.51% 30

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Copper Rock Capital Partners's TFC Position: Q3 2020 in Review

Copper Rock Capital Partners reduced its Truist Financial (TFC) stake by 100% in Q3 2020, selling an estimated $13.3M and leaving 1,551 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #46.

Copper Rock Capital Partners first reported a position in TFC in Q4 2019 and has held it in 3 quarters since. The position peaked at $19.9M in Q4 2019. 1,161 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Copper Rock Capital Partners held 1,551 shares of Truist Financial worth $59K as of Q3 2020.
  • Copper Rock Capital Partners sold 353,804 Truist Financial shares in Q3 2020, an estimated $13.3M.
  • Truist Financial made up 0.02% of Copper Rock Capital Partners's portfolio in Q3 2020, its #46 holding.
  • Copper Rock Capital Partners first reported a position in Truist Financial in Q4 2019 and has held it in 3 quarters since.
  • Copper Rock Capital Partners's Truist Financial position peaked at $19.9M in Q4 2019.
  • 1,161 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Copper Rock Capital Partners's 13F filing for Q3 2020, filed 19 Oct 2020.