DC Investments Management’s Truist Financial TFC Stock Holding History

DC Investments 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
2019 Q4	–	Sell	-4,790	Closed	-$256K	–	308
2019 Q3	$256K	Buy	+4,790	New	+$237K	0.15%	273
2019 Q2	–	Sell	-21,383	Closed	-$995K	–	367
2019 Q1	$995K	Buy	+21,383	New	+$1.04M	0.63%	18
2018 Q4	–	Sell	-15,595	Closed	-$757K	–	309
2018 Q3	$757K	Buy	+15,595	New	+$800K	0.51%	26

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

DC Investments Management's TFC Position: Q4 2019 in Review

DC Investments Management sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 4,790 shares — an estimated $256K sold.

DC Investments Management first reported a position in TFC in Q3 2018 and held it in 3 quarters. The position peaked at $995K in Q1 2019. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

DC Investments Management reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
DC Investments Management sold 4,790 Truist Financial shares in Q4 2019, an estimated $256K.
DC Investments Management first reported a position in Truist Financial in Q3 2018 and held it in 3 quarters.
DC Investments Management's Truist Financial position peaked at $995K in Q1 2019.
1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.