Darrell & King’s Truist Financial TFC Stock Holding History

Darrell & King’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 Q4	$262K	Buy	+5,473	New	+$248K	0.04%	36
2020 Q3	–	Sell	-596,413	Closed	-$22.4M	–	44
2020 Q2	$22.4M	Buy	+596,413	New	+$21.5M	4.15%	16
2019 Q3	$30.4M	Buy	+569,113	New	+$28.2M	6.3%	7
2018 Q3	–	Sell	-12,290	Closed	-$620K	–	56
2018 Q2	$620K	Hold	12,290	–	–	0.09%	32
2018 Q1	$640K	Hold	12,290	–	–	0.09%	30
2017 Q4	$611K	Sell	12,290 -500	-4%	-$24.1K	0.08%	30
2017 Q3	$600K	Sell	12,790 -110	-0.9%	-$5.06K	0.09%	29
2017 Q2	$586K	Sell	12,900 -407	-3%	-$17.7K	0.09%	29
2017 Q1	$595K	Buy	13,307 +407	+3%	+$19K	0.1%	27
2016 Q4	$607K	Buy	+12,900	New	+$549K	0.1%	30

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Darrell & King's TFC Position: Q4 2020 in Review

Darrell & King opened a new position in Truist Financial (TFC) in Q4 2020: 5,473 shares worth $262K. The stake represents 0.04% of the portfolio and ranks #36 among its holdings. This is a return to the name: Darrell & King previously reported a position in TFC as recently as Q2 2020.

Darrell & King first reported a position in TFC in Q4 2016 and has held it in 10 quarters since. The position peaked at $30.4M in Q3 2019. 1,293 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

Darrell & King held 5,473 shares of Truist Financial worth $262K as of Q4 2020.
Truist Financial was a new Darrell & King position in Q4 2020.
Truist Financial made up 0.04% of Darrell & King's portfolio in Q4 2020, its #36 holding.
Darrell & King first reported a position in Truist Financial in Q4 2016 and has held it in 10 quarters since.
Darrell & King's Truist Financial position peaked at $30.4M in Q3 2019.
1,293 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Darrell & King's 13F filing for Q4 2020, filed 15 Jan 2021.