Doheny Asset Management’s Truist Financial TFC Stock Holding History

Doheny Asset 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
2020 Q2	–	Sell	-8,580	Closed	-$483K	–	97
2020 Q1	$483K	Hold	8,580	–	–	0.38%	63
2019 Q4	$483K	Buy	8,580 +3,675	+75%	+$199K	0.38%	63
2019 Q3	$262K	Buy	4,905 +225	+5%	+$11.2K	0.23%	86
2019 Q2	$230K	Buy	+4,680	New	+$229K	0.19%	84

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Doheny Asset Management's TFC Position: Q2 2020 in Review

Doheny Asset Management sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 8,580 shares — an estimated $483K sold.

Doheny Asset Management first reported a position in TFC in Q2 2019 and held it in 4 quarters. The position peaked at $483K in Q1 2020. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Doheny Asset Management reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Doheny Asset Management sold 8,580 Truist Financial shares in Q2 2020, an estimated $483K.
Doheny Asset Management first reported a position in Truist Financial in Q2 2019 and held it in 4 quarters.
Doheny Asset Management's Truist Financial position peaked at $483K in Q1 2020.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Doheny Asset Management's 13F filing for Q2 2020, filed 17 Aug 2020.