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Cornerstone Advisors (Washington)’s Truist Financial TFC Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-1,994
Closed -$98K – 1315
2019
Q2 		$98K Buy
1,994
+422
+27% +$20.7K 0.01% 252
2019
Q1 		$73K Sell
1,572
-51
-3% -$2.49K 0.01% 277
2018
Q4 		$70K Buy
1,623
+155
+11% +$7.44K 0.01% 245
2018
Q3 		$71K Buy
1,468
+240
+20% +$12.3K 0.05% 260
2018
Q2 		$62K Buy
1,228
+21
+2% +$1.12K 0.04% 269
2018
Q1 		$63K Buy
1,207
+391
+48% +$21.1K 0.04% 257
2017
Q4 		$41K Hold
816
– – 0.03% 319
2017
Q3 		$38K Hold
816
– – 0.03% 319
2017
Q2 		$37K Hold
816
– – 0.02% 335
2017
Q1 		$36K Hold
816
– – 0.02% 341
2016
Q4 		$38K Hold
816
– – 0.03% 320
2016
Q3 		$31K Buy
816
+656
+410% +$24.4K 0.03% 359
2016
Q2 		$6K Hold
160
– – 0.01% 533
2016
Q1 		$5K Buy
160
+45
+39% +$1.5K 0.01% 569
2015
Q4 		$4K Hold
115
– – ﹤0.01% 619
2015
Q3 		$4K Sell
115
-43
-27% -$1.66K ﹤0.01% 611
2015
Q2 		$6K Hold
158
– – ﹤0.01% 388
2015
Q1 		$6K Buy
158
+72
+84% +$2.71K ﹤0.01% 417
2014
Q4 		$3K Hold
86
– – ﹤0.01% 515
2014
Q3 		$3K Sell
86
-56
-39% -$2.11K ﹤0.01% 353
2014
Q2 		$6K Buy
142
+43
+43% +$1.65K 0.01% 282
2014
Q1 		$4K Buy
99
+43
+77% +$1.65K ﹤0.01% 297
2013
Q4 		$2K Buy
56
+4
+8% +$138 ﹤0.01% 261
2013
Q3 		$2K Buy
52
+20
+63% +$698 ﹤0.01% 240
2013
Q2 		$1K Buy
+32
New +$1.02K ﹤0.01% 268

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s TFC Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 1,994 shares — an estimated $98K sold.

Cornerstone Advisors (Washington) first reported a position in TFC in Q2 2013 and held it in 25 quarters. The position peaked at $98K in Q2 2019. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 1,994 Truist Financial shares in Q3 2019, an estimated $98K.
  • Cornerstone Advisors (Washington) first reported a position in Truist Financial in Q2 2013 and held it in 25 quarters.
  • Cornerstone Advisors (Washington)'s Truist Financial position peaked at $98K in Q2 2019.
  • 1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.