CXI Advisors’s Truist Financial TFC Stock Holding History

CXI Advisors’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	$13K	Buy	+227	New	+$12.3K	0.03%	100

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

CXI Advisors's TFC Position: Q4 2019 in Review

CXI Advisors opened a new position in Truist Financial (TFC) in Q4 2019: 227 shares worth $13K. The stake represents 0.03% of the portfolio and ranks #100 among its holdings.

1,351 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

CXI Advisors held 227 shares of Truist Financial worth $13K as of Q4 2019.
Truist Financial was a new CXI Advisors position in Q4 2019.
Truist Financial made up 0.03% of CXI Advisors's portfolio in Q4 2019, its #100 holding.
1,351 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.