DDC
TFC icon

DF Dent & Co’s Truist Financial TFC Stock Holding History

DF Dent & Co’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
Q3 		– Sell
-12,394
Closed -$465K – 218
2020
Q2 		$465K Sell
12,394
-424
-3% -$15.3K 0.01% 151
2020
Q1 		$395K Buy
12,818
+595
+5% +$28.1K 0.01% 158
2019
Q4 		$688K Buy
12,223
+523
+4% +$28.3K 0.01% 158
2019
Q3 		$624K Hold
11,700
– – 0.01% 161
2019
Q2 		$575K Hold
11,700
– – 0.01% 163
2019
Q1 		$544K Sell
11,700
-93
-0.8% -$4.54K 0.01% 169
2018
Q4 		$511K Hold
11,793
– – 0.01% 171
2018
Q3 		$572K Hold
11,793
– – 0.01% 180
2018
Q2 		$595K Buy
+11,793
New +$627K 0.01% 175

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DF Dent & Co's TFC Position: Q3 2020 in Review

DF Dent & Co sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 12,394 shares — an estimated $465K sold.

DF Dent & Co first reported a position in TFC in Q2 2018 and held it in 9 quarters. The position peaked at $688K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • DF Dent & Co reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • DF Dent & Co sold 12,394 Truist Financial shares in Q3 2020, an estimated $465K.
  • DF Dent & Co first reported a position in Truist Financial in Q2 2018 and held it in 9 quarters.
  • DF Dent & Co's Truist Financial position peaked at $688K in Q4 2019.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on DF Dent & Co's 13F filing for Q3 2020, filed 16 Nov 2020.