CSat Investment Advisory’s Truist Financial TFC Stock Holding History

CSat Investment Advisory’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
2021 Q1	$10K	Sell	172 -24	-12%	-$1.31K	0.01%	456
2020 Q4	$9K	Sell	196 -31,514	-99%	-$1.43M	0.01%	439
2020 Q3	$1.21M	Buy	31,710 +11,605	+58%	+$437K	0.11%	90
2020 Q2	$755K	Buy	20,105 +1,447	+8%	+$52.1K	0.09%	115
2020 Q1	$575K	Sell	18,658 -192	-1%	-$9.08K	0.12%	110
2019 Q4	$1.06M	Buy	18,850 +9,513	+102%	+$515K	0.28%	67
2019 Q3	$498K	Buy	9,337 +186	+2%	+$9.22K	0.16%	130
2019 Q2	$449K	Buy	9,151 +1,196	+15%	+$58.6K	0.16%	103
2019 Q1	$370K	Sell	7,955 -25	-0.3%	-$1.22K	0.19%	90
2018 Q4	$346K	Sell	7,980 -7,013	-47%	-$337K	0.21%	87
2018 Q3	$728K	Buy	14,993 +1,501	+11%	+$77K	0.41%	67
2018 Q2	$681K	Buy	+13,492	New	+$717K	0.36%	68

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CSat Investment Advisory's TFC Position: Q1 2021 in Review

CSat Investment Advisory reduced its Truist Financial (TFC) stake by 12% in Q1 2021, selling an estimated $1.31K and leaving 172 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #456.

CSat Investment Advisory first reported a position in TFC in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.21M in Q3 2020. 1,376 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

CSat Investment Advisory held 172 shares of Truist Financial worth $10K as of Q1 2021.
CSat Investment Advisory sold 24 Truist Financial shares in Q1 2021, an estimated $1.31K.
Truist Financial made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #456 holding.
CSat Investment Advisory first reported a position in Truist Financial in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Truist Financial position peaked at $1.21M in Q3 2020.
1,376 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.