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Cynosure Group’s Truist Financial TFC Stock Holding History

Cynosure Group’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
Q2 		– Sell
-6,931
Closed -$214K – 57
2020
Q1 		$214K Sell
6,931
-1,223
-15% -$57.8K 0.15% 64
2019
Q4 		$459K Hold
8,154
– – 0.24% 41
2019
Q3 		$435K Sell
8,154
-2,884
-26% -$143K 0.24% 40
2019
Q2 		$542K Buy
+11,038
New +$541K 0.25% 43

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cynosure Group's TFC Position: Q2 2020 in Review

Cynosure Group sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 6,931 shares — an estimated $214K sold.

Cynosure Group first reported a position in TFC in Q2 2019 and held it in 4 quarters. The position peaked at $542K in Q2 2019. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Cynosure Group reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Cynosure Group sold 6,931 Truist Financial shares in Q2 2020, an estimated $214K.
  • Cynosure Group first reported a position in Truist Financial in Q2 2019 and held it in 4 quarters.
  • Cynosure Group's Truist Financial position peaked at $542K in Q2 2019.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Cynosure Group's 13F filing for Q2 2020, filed 10 Aug 2020.