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Cornerstone Wealth Management’s Truist Financial TFC Stock Holding History

Cornerstone Wealth Management’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 		– Sell
-81,476
Closed -$1.72M – 1064
2018
Q3 		$1.72M Buy
81,476
+61,933
+317% +$3.18M 0.02% 549
2018
Q2 		$382K Buy
+19,543
New +$1.04M ﹤0.01% 1098

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's TFC Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 81,476 shares — an estimated $1.72M sold.

Cornerstone Wealth Management first reported a position in TFC in Q2 2018 and held it in 2 quarters. The position peaked at $1.72M in Q3 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 81,476 Truist Financial shares in Q4 2018, an estimated $1.72M.
  • Cornerstone Wealth Management first reported a position in Truist Financial in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Truist Financial position peaked at $1.72M in Q3 2018.
  • 1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.