Dougherty Wealth Advisers’s Truist Financial TFC Stock Holding History

Dougherty Wealth Advisers’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	-987	Closed	-$37K	–	157
2020 Q2	$37K	Hold	987	–	–	0.14%	114
2020 Q1	$30K	Hold	987	–	–	0.12%	121
2019 Q4	$56K	Hold	987	–	–	0.17%	99
2019 Q3	$53K	Hold	987	–	–	0.17%	101
2019 Q2	$48K	Hold	987	–	–	0.14%	122
2019 Q1	$46K	Hold	987	–	–	0.16%	111
2018 Q4	$50K	Buy	+987	New	+$47.4K	0.16%	102

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Dougherty Wealth Advisers's TFC Position: Q3 2020 in Review

Dougherty Wealth Advisers sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 987 shares — an estimated $37K sold.

Dougherty Wealth Advisers first reported a position in TFC in Q4 2018 and held it in 7 quarters. The position peaked at $56K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

Dougherty Wealth Advisers reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
Dougherty Wealth Advisers sold 987 Truist Financial shares in Q3 2020, an estimated $37K.
Dougherty Wealth Advisers first reported a position in Truist Financial in Q4 2018 and held it in 7 quarters.
Dougherty Wealth Advisers's Truist Financial position peaked at $56K in Q4 2019.
1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2020, filed 2 Nov 2020.